Tax Planning & Preparation

Helping high-net-worth individuals, businesses, & trusts minimize tax liability, maximize growth, and reach their financial peak.

Our Services

Retirement Tax Planning

Tax Planning

-Proactive tax planning to minimize current and future tax liability

-Entity selection optimization

-Retirement plan tax optimization & more

Tax Preparation & Bookkeeping

Tax Preparation & Bookkeeping

-Individual, business, trust, international, & multi-state tax return expertise

-Bookkeeping & bank reconciliations

Tax resolution

Tax Resolution

-IRS & state taxing authority representation, penalty abatement, & payment plans

-ITIN application assistance via Form W-7