Individual Tax Planning
Our CPAs are committed to providing close personal attention to each client’s unique situations year round. Tax planning throughout the year helps individuals make strategic decisions to achieve long term goals while minimizing tax implications. Our continual investment of time and resources in professional continuing education allows all our CPA’s to keep up to date on the best tax planning strategies and latest developments. Whether you are changing jobs, starting a business, considering retirement, or planning for your estate, let us help you to plan for the future instead of simply reporting what took place.
Individual Tax Preparation
Our CPAs offer tax preparation services by method that is most convenient and tailored towards each clients personal situation. Whether you prefer in person meetings, paperless communication, telecons, or mail, we are able to provide tax compliance services to clients all over the world. Our staff is committed to working with your team of investment advisors, attorneys, and insurance providers to ensure your returns are prepared accurately and efficiently. Our continual investment of time and resources in professional continuing education allows all our CPA’s to keep up to date on the ever-changing tax laws, and our goal is to communicate how those changes effect each of our clients through prior year comparisons and projections for future years.
IRS, State, and Local Representation
If you received a notice, or was selected for an audit by the IRS, State, or Local taxing authorities, it is important to have a knowledgeable CPA to review your situation and represent you. Our staff will work with you to prepare responses, address requests for information, and carefully review the process to resolution. If you have recently received correspondence from any taxing authority, our team of professionals can help guide you and resolve to the best position possible.
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