Our Services

We pride ourselves on offering a comprehensive suite of services designed to address the diverse financial needs of our clients. With a team of experienced professionals dedicated to delivering exceptional results, we go above and beyond to provide personalized solutions tailored to each client’s unique circumstances. Whether you’re an individual seeking tax guidance or a business navigating complex financial decisions, you can trust us to provide expert insights and unwavering support every step of the way.

Tax Preparation

With our expertise and personalized approach, clients can trust us to handle their tax preparation needs efficiently and accurately, ensuring compliance while maximizing tax savings opportunities.

  • Comprehensive preparation of federal and state tax returns for individuals, including wage earners, self-employed individuals, and investors.

  • Strategic tax planning to minimize tax liabilities and optimize financial outcomes for individuals.

  • Expertise in handling tax filings for clients with income or operations in multiple states, ensuring compliance with each jurisdiction’s tax laws.
  • Assistance with resolving tax issues, including audits, IRS notices, and tax debt resolution.
  • Calculation and guidance on quarterly estimated tax payments for individuals and businesses to avoid underpayment penalties.

Projections

There are many situations that can arise throughout the year where a tax projection can be of value and we can assist with. To name a few:

  • Reviewing paystubs mid-year to ensure proper withholding.
  • Reviewing self-employment income on a quarterly basis to determine appropriate quarterly estimated payments.
  • Reviewing projected income to determine appropriate retirement planning/income strategies (roth conversions, IRA distribution strategies, capital gains/loss harvesting, etc.)

Tax Planning Strategies

Given our background in the financial planning process, we are uniquely able to assist in reviewing for a variety of tax strategies including:

  • Roth conversion analysis
  • Tax bracket management
  • Retirement income management
  • Capital gain/loss harvesting analysis
  • Charitable giving analysis (QCD’s, Donor Advised Funds, bunching)
  • Tax efficient investment strategies