Tax

Tax return preparation, identification of tax credits & deductions to ensure minimal taxation, and timely filing to all state and federal deadlines.

Tax return preparation and identification of corporate tax credits & deductions to ensure your business pays the least amount of tax required by law. We ensure closely held companies manage estimated quarterly tax payments according to state and federal guidelines.

Thoughtful and comprehensive estate planning provides the smooth transfer of assets during your lifetime and beyond while reducing or eliminating taxation. We’re seasoned in individual estate consulting to protect your loved ones, as well as business planning for continuity and succession of ownership.

Local, state, and federal tax codes can be complex, but full of hidden savings and benefits if you know where to look. We’re constantly pursuing new opportunities while ensuring your affairs are in compliance.

From the first IRS audit letter to resolution, we’ll manage the tedious and complex process of records, reporting, and response to put you in the most optimal position possible.

Comprehensive tax planning finds and leverages tax savings opportunities. We’ll create, implement, monitor, and update your plan while navigating ever-changing federal, state, and local regulations.

The cost of higher education, or losses caused by hurricane, pandemic, or other crisis can mean state and federal tax benefits. We’ll ensure you’re taking advantage of tax credits and all possible deductions.

Management of individual or corporate tax filing requirements on time and in compliance whether personal or through a business.

From donations to retirement savings to deductions you never imagined, our team consistently scours tax opportunities to protect your wealth and smooth your life.

529 Plans offer tremendous state and federal income tax breaks while saving for college. We’ll ensure you’re taking advantage from the first contribution to tax-free distributions when it’s time for tuition.