Tax Planning & Preparation

Helping individuals and their closely held businesses minimize tax liability, maximize growth, and reach their financial peak.

Our Services

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Tax Preparation & Planning

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

-Proactive tax planning to minimize current and future tax liability

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Bookkeeping & Advisory

-Bookkeeping & bank reconciliations

-Entity selection optimization

-Retirement plan tax optimization

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Tax Resolution

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

-ITIN application assistance via Form W-7