Income Tax Planning and Tax Preparation

tax planning

We offer effective tax planning services and outstanding tax preparation services for small and mid-size businesses. We ask lots of questions and are very thorough to ensure our client's tax returns are prepared accurately.

Tax Expertise

We are tax professionals and can steer you through the complex field of taxes to assure you are minimizing your tax burden while staying in full compliance with the applicable tax law.  Should you defer revenue or accelerate costs?  How does that impact your marginal tax rate and other tax incentives? These are the types of questions we try and answer during our tax planning process.

Identify Tax Incentives

Your interest, as a taxpaying business owner, is to take full advantage of all available deductions and credits for which you are entitled to.  We fully understand this and therefore take tax planning seriously. We will sit down with you to understand your tax position and work hard to identify all of the incentives that may be applicable to you.

Who we service

We prepare income tax returns for small and medium size businesses and their owners.  We prepare tax returns for a variety of industries including contractors, real-estate professionals, professional service providers, healthcare, wholesale distribution and others.

Tax Research Platform

We don't know everything... but we do subscribe to an industry leading tax research platform provided by Thomson Reuters - RIA Checkpoint ®.  We can find the answers to your most difficult tax questions.

Tax Technology

We have access to Intuit's Lacerte Tax Planning Software and can create multiple-case and/or multiple-year tax planning scenarios.  We also prepare our returns using industry leading software - Intuit's Lacerte Tax.

E-File

We are enrolled in the IRS e-file program and will electronically file your tax returns unless you request otherwise.