tax preparation

Taxes can get complicated if you own a business, work as an independent contractor, or rent out property. Let us file your tax returns and handle notices that come your way. 

COMPREHENSIVE TAX PLANNING

With proper tax planning, we can accurately forecast your estimated payments, maximize deductions, and employ other strategies to trim your tax bill.

PERSONAL FINANCial 
STATEMENTS

Buried in credit card statements, bank reports, and bills?  We'll build personal financial statements that provide a clear picture of your financial situation, and help you set goals to establish positive spending, and track progress.

etc.

As your accountants, we are well-versed on current issues related to personal finances, such as healthcare, TCJA tax reform planning, and the CARES Act. We offer one-time or continuous tax consulting, coordinating with your attorney, financial advisor, and other professionals on your team to holistically build wealth.

TAX TOOLS

Need a hand? Visit our tax tools page for a list of calculators and helpful resources.