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Tax Planning and Preparation Services

Let us take the lead and discover strategies to reduce your current and future tax liabilities. Tax issues can be complicated regardless of the size, or type, of taxpayer. As a result, we stay current on tax law changes throughout the year to ensure compliance and to take advantage of all available tax incentives.

Tax compliance/preparation is only one aspect of the expertise you receive as a client. We design tax planning and consulting strategies to assist in the overall goal of minimizing tax liabilities. Additional value-added services are listed below.

When it’s time to prepare your tax returns, let us design a plan that reduces your taxes, alleviates your stress and leaves you in a better financial position.

Tax Planning and Tax Preparation Services include:

  • Preparation of local, state, and federal income tax returns, comparison of prior tax years and response to a tax examination notice

  • Preparing tax returns for individuals, businesses, trusts and estates

  • Tax planning services for you and your business (if applicable)

  • IRS audit representation

  • And more…

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