Taxes and Tax Planning
My core specialty is providing expert tax preparation for individuals and small businesses.
Tax laws are constantly changing—what was true last year may be completely different today. Keeping up with these annual updates and knowing how to apply them to your specific financial situation is a daunting and time-consuming chore.
While free resources from the IRS and various software programs are available, preparing your own income tax return can still be complex and risky.
I ensure your tax returns are prepared accurately and filed correctly, regardless of complexity. Whether you’re an individual with multiple income sources or investment properties, or your business is structured as a S-Corp, LLC, Partnership, or Sole Proprietorship, I work to legally minimize your tax liability and maximize your peace of mind
Individual Tax Returns
We specialize in preparing your taxes quickly and painlessly, and will ensure you receive all the deductions you are entitled to. We are always available to help you with your tax planning needs to help you lower your taxes and avoid surprises during the tax season. And in order to speed your refund, we can file your return electronically to the IRS and state tax boards.
Here are just a few of the many individual tax services performed by our team:
- Tax planning to reduce tax liability
- Tax preparation and E-filing
- Help with IRS tax issues
Business Tax Returns
Small business tax return preparation and filing instructions is a core service offered to our clients. Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership or Sole Proprietor a properly prepared tax return can be filed to minimize the tax owed.
We are well-versed in the latest tax laws and regulations, we employ every opportunity to reduce your tax liability as your business evolves. Additionally, we can advise you on which business entity will afford maximum long-term tax savings so your company can retain higher profits.
Tax Planning – Long term, annual and mid-year tax planning and tax forecasting services
Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategies to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.
I believe that tax planning is not just a once-a-year event, but a continuous process that demands attention and foresight throughout the year. My approach is centered around proactive tax strategies that minimize liabilities while maximizing savings. By tailoring solutions to each client’s unique circumstances, I help them achieve their financial goals while remaining fully compliant with the law.
