Tax Preparation Services

We offer several tax preparation services including tax planning, solving tax problems and working with the IRS.

Tax Preparation

We assist companies navigate complexity and grow with insightful, practical tax advice. Our office provides deep technical knowledge and responsive support in local, multi-state and federal tax.
Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including:
• Individuals
• Corporations
• Partnerships
• Trusts
• Estates
• Not-for-Profit Organizations
Tax season for the general public usually starts in January and ends by the tax due date in April.

Tax Planning

Tax Return
Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income. We make it a priority to enhance our mastery of the current tax law, complex tax code, and new tax regulations by attending frequent tax seminars. Businesses and individuals pay the lowest amount of taxes allowable by law because we continually look for ways to minimize your taxes throughout the year, not just at the end of the year.

We recommend Tax Saving Strategies that help you:

Grow and preserve assets by keeping Uncle Sam out of your pockets.
Defer income so you can keep your money now and pay less taxes later.
Reduce taxes on your income so you keep more of what you make.
Reduce taxes on your estate so your family keeps more of what you’ve made.
Reduce taxes on your gifts so you can give more.
Reduce taxes on your investments so you can grow your wealth faster.
Reduce taxes on your retirement distributions so you can retire in style.

Here’s just a few of the Tax Saving Strategies we use:

Splitting income among several family members or legal entities in order to get more of the income taxed in lower bracket.
Shifting income or expenses from one year to another in order to have them fall where it will be taxed at a lower rate.
Deferring tax liabilities through certain investment choices such as pension plans, contributions and other similar plans.
Using certain investments to produce income that is tax exempt from either federal or state or both taxing entities.
Finding tax deductions by structuring your money to pay for things you enjoy, such as a vacation home.

“Remember, we work for you not for the IRS. Many of our clients save many times the fee in reduced tax liability through careful planning and legitimate tax strategies.”

Tax Planning
Tax planning must be an integral part of your overall financial planning for your business and/or your personal goals. Tax planning encompasses a logical analysis of your financial situation or plan, from a tax perspective, to determine optimal strategies to shift or lessen current and future tax liabilities.

We will aid you with the timing of income, deductible purchases and other expenditures, selection of investments, types of retirement plans, filing status and common deductions, and how best to take advantage of tax credits.

Planning for taxes will reduce your tax liability and help prevent surprises. Nothing is worse than getting a letter from the IRS, informing you that you owe taxes that you did not anticipate.

Personal Life Situations, Changes and Events That Can Affect Your Taxes:
• Marriage
• Birth of a child
• Divorce
• Death
• Retirement
• Job changes
• Home purchase/sale
• Education for yourself and/or your children
• Exercising stock options
• Retirement plan options, for example IRA versus Roth

Business Decisions and Operational Requirements That Can Affect Your Taxes:
• Equipment purchases
• Business expenses
• Employment taxes
• Corporate dividend exclusions
• Retirement plan
• Affordable care tax act provisions
• Estimated quarterly taxes
• Changes in Federal, State and Local taxes

Tax Problems

Are you having problems with the IRS?

We’re here to help you resolve your tax problems and put an end to the misery that the IRS can put you through. We pride ourselves on being very efficient, affordable, and of course, extremely discrete. The IRS problems will not just go away by themselves; they just keep getting worse with penalties and interest being added each day.

Tax Preparation
If you owe the IRS, you have a very serious problem. It may take the IRS several years to catch up to you, but they’re relentless and have no mercy in collecting all the money that is owed. When the collection process starts, they’ll make your life miserable and literally ruin all aspects of your life. We can help with numerous IRS situations and offer solutions to help make your life easier.

IRS Problems
Have you received an IRS audit notification?
Haven’t filed your tax returns for years?
Do you owe Back Taxes?
Do you have Payroll Tax Problems?
Has the IRS placed tax liens on your home?
Is the IRS threatening to seize your bank account and take your money out of the bank.
Is the IRS threatening to take your paycheck, 401(k), and other retirement accounts?
Is the IRS threatening to seize your personal property?

IRS Solutions
Owe the IRS a lot of money? – We can help settle for pennies on the dollar!
Need more time to pay?
Like to get out from under your tax burden completely?
Like to get out of a tax debt caused by misdeeds committed by your spouse?
Like to see what the IRS has on you.