Tax Services

The income tax regulation landscape is ever changing. Teaming with an experienced and knowledgeable firm will allow you to make a tax plan to meet your goals. Our goal as your tax preparer is to make a holistic plan that will allow you to make informed and timely decisions.

We work tirelessly with our clients year-round to remove uncertainty from the tax compliance process, allowing them to focus their time where it is most valuable - on their business or occupation.

Our tax services extend beyond only income tax preparation. We prepare or assist in preparing sales tax and payroll tax returns keeping them compliant with regulatory filing requirements.

Our team is dedicated to providing the trusted professional services our clients need to address tax preparation, tax planning, tax audits and more.

Our services include:

  • Federal, state and local income tax preparation
  • Payroll tax return preparation
  • Sales tax preparation, review and audit requirements and support
  • Estate and gift tax planning
  • Fiduciary and trust return preparation
  • Multi-state tax return preparation and consulting
  • Tax consultations for mergers, acquisitions or sales
  • Entity structuring
  • Succession and retirement planning for business owners
  • Regulatory audit representation with federal, state and local governments
  • Preparation and filing of annual 1099 forms