Tax Preparation

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 adobe_pdf_icon_35x35 Download Form
2017 Individual Tax Organizer adobe_pdf_icon_35x35 Download Form
Accountables 2013 Individual Client Agreement adobe_pdf_icon_35x35 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

Get Started With Our Tax Services Today!

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