Income Tax

We strive to provide a pleasant, stress-free tax process and communicate with you every step of the way. For individuals, we prepare and file returns efficiently while claiming all eligible deductions and credits. For businesses, we help minimize taxes and keep you compliant with all regulations.

 

Our philosophy is, “Delivering painless and timely accounting and tax services with prompt, clear communication.” To achieve this, we utilize a secure Client Portal for sending/receiving documents and communicating with you throughout the entire process. We will provide you an E-tax organizer that you can fill out electronically to answer some important questions. You can also send us tax documents from your computer or mobile app. When we've received everything we need for your return, highly experienced CPAs and tax professionals will prepare your return using the most reliable and accurate tax software in the industry .

 

Once your return is completed, we will securely upload your return for your review and approval. If you have questions or concerns, we can meet in-person or virtually. When you're satisfied that your return is complete, we'll send you e-file authorization forms to digitally sign and we will e-file your return to all federal and state tax agencies. You can even have your next year's estimated quarterly taxes paid on time directly from your bank account so you're never late! 

 

We offer the following tax return preparation services:

For our business clients, we can also perform a preliminary review of your financial statements to ensure proper tax return filing. 

 

Facing the IRS alone, whether receiving a notice of deficiency, request for clarification, or being randomly selected for an audit, can be daunting. In most cases, the IRS simply needs more information to finish processing your return. However, the psychological damage of opening the IRS letter has already been done!

 

If you find yourself in this situation, we will represent you and assist with any IRS documentation needed, ensuring you're never left on your own. With our audit and tax expertise, we simplify IRS interactions and protect your rights, ensuring you pay only what is legally required.

 

Our complex tax code challenges both individuals and businesses, but it also offers valuable opportunities. Accurate and timely return filing is just one part of a solid tax strategy. Every financial choice, whether personal, such as retirement planning or selling your home, or business, such as buying property, selling assets, hiring, or upgrading equipment, etc., affects your taxes in one way or another. Effective planning means understanding these impacts beforehand to act at the best time while reducing your future tax burden. Our experts can help you move from simple compliance to effective long-term tax strategies.

 

Careful timing is essential as certain retirement contributions or charitable deductions must be made before year-end. We have excellent and reputable investment advisors that can help maximize your retirement planning to get the most benefit from your investments and reducing future taxes!

 

Give us a call today to schedule an appointment to review your tax situation before year-end when changes still can be made.

We look forward to serving you!