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Our Services

We provide tax consultation, tax preparation, and tax representation (Tax CPR):

 

Tax Preparation Services

Individuals

A core specialty is the preparation of tax returns for individual taxpayers. Over the years, thousands of federal and state returns have been prepared and filed.

Business Tax Returns

Small business tax return preparation and trust and estate tax return preparation are core services offered to our clients. Our small business work focuses on sole proprietors and limited liability Schedule C businesses.

Tax Planning

Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.

Trusts & Estates

Trust and estate tax returns (Form 1041) are core services offered to our clients. Our trust work focuses on grantor or irrevocable trusts that require a separate tax return (Form 1041) to be filed apart from the individual (From 1040) tax return. Typically revocable trusts do not require separate tax return reporting while the taxpayer is alive. Our estate work focuses on income that needs to be reported after the death of a taxpayer until the assets are distributed to the beneficiaries.

Tax Representation Services

Audits

As enrolled agents, we are licensed to represent taxpayers in front of the IRS. When a taxpayer is audited, we are able to work on behalf of the taxpayer with the IRS or state authorities to resolve all three types of audits.

Payment Negotiations

There are many plans available from the IRS to help clients to best meet their tax liabilities. We will review each situation and determine the best plan which may include an installment agreement, offer in compromise (OIC), etc.

Other Services

Secure Web Portal for Existing Clients

We understand the importance of protecting our clients' data. The easiest way to keep your information safe is to upload your tax documents via our secure portal. We can also upload documents for your convenience; this is a real time saver for all of us.