We can help you with every aspect of your tax preparation and planning, including individual partnership and corporate returns. In the event of a tax audit, we are authorized to appear on your behalf before the Internal Revenue Service. We take a proactive approach to tax services. Our experts stay current on changing tax laws and legislation so you don’t have to. We’ll identify key tax-planning opportunities that can minimize your current and future tax liabilities and help you put these plans in action throughout the year.
What do I need to bring to the tax preparer for my appointment? Please “Right Click” on the links below.
| Form Type | Format | Download |
| 2017 Business Tax Organizer |  |
Download Form |
| 2017 Individual Tax Organizer | |
Download Form |
| Accountables 2013 Individual Client Agreement | |
Download Form |
Our client base reflects the range of our expertise, and includes:
- Individuals • Private Franchises • Multi-level Marketers
- Medical and Dental Practices • Retailers • Estates
- Manufacturers • Restaurants • Non-Profit Organizations
- Wholesalers • Commercial Organizations
Client Services Include:
- Tax Preparation • Accounting • Tax Planning
- Retirement Planning • Book Keeping • Trust Management
- Audit Representation • Entity Setup • Tax Education
