Tax Services 

Improve visibility into your tax situation and ensure compliance. 

No matter what kind of business you operate, it is essential to understand how taxes affect your overall financial picture. From helping clients claim the right tax deductions, properly prepare relevant tax documents, and file taxes with the IRS and state or local agencies, our tax services cover every step of the process. Our clients can feel confident knowing we’ll help them stay compliant with tax laws and regulations.

FEATURES & SERVICE OFFERINGS

Our clients know they can come to us with any tax questions or compliance concerns. Ultimately, we’re more than tax specialists. We serve as guides, helping our clients navigate important decisions with clarity and peace of mind.

Tax Planning Consultations

We answer your questions about taxes and potential implications of differnet decisions and changes in circumstances.   

Managing Sales Tax

We can prepare and file these returns for your business.

Preparation and Filing

We prepare and file federal, state and local tax returns for individuals and their businesses.

Contactor/Employee Decisions

Need assistance, but aren’t sure how best to proceed? Let’s talk.

Common questions we provide guidance on 

  • What can I expect to pay in taxes?

  • What’s the best type of business entity for me?

  • Which deductions can I claim for my business?

  • How do I collect sales taxes?

  • Do I need to file a tax return in multiple states if I travel for work?

  • I’m moving. What do I need to do to become compliant in my new state?

  • How can I minimize the tax impact of a big life change?

 

Interested in a custom tax services quote?
Let us know.