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Tax Services

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Tax Return Preparation

We have been providing tax services for individuals, families and businesses for forty-seven years now. We are not simply number crunchers but seek to be advisors, helping you understand and navigate the best course through the choppy waters of continuous IRS changes to  codes and regulations. We can also represent you before the IRS if you receive an IRS audit notice.

Tax Planning

Tax planning refers to developing strategies for your specific situation to minimize the taxes you pay, both short-term and long-term, within the limit of current tax laws and regulations. There are many strategies out there, including retirement plans, HSAs, and donor advised funds for charitable givings. For businesses, it can include timing of large purchases, methods of depreciation, and owner wages vs. overall net income analysis, to name a few.

Family Meal

Estate Planning

Nobody likes to think of the end. But as JFK once said, "The time to repair the roof is when the sun is shining." We can review your current assets and present several estate plans, detailing the consequences as to probate fees and estate and inheritance taxes. Finally, we can look at ways to transfer your wealth now to minimize potential estate taxes.

Ready to talk about your specific situation? Call or email us to set up a consultation with one of our qualified accountants.

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