Tax Services
Proactive, year-round tax planning, preparation, and consulting for individuals, businesses, and estates, nationwide.
Tax compliance is a complex, constantly changing process that creates challenges for individuals and businesses all year long, not just in April. We provide proactive tax planning and preparation, monitoring tax law developments so our clients nationwide don’t have to.
Tax Planning
Worried about how tax code changes will affect your bottom line? We plan year-round, analyzing your financial history alongside current law, your portfolio, and your future goals.
Individual tax planning
A customized approach that accounts for family changes, education, medical expenses, real estate, and retirement.
Corporate tax planning
Balancing savings and investment while managing compliance costs, whether you're a startup or a multi-state operation.
Estate tax planning
Monitoring federal estate tax legislation to help preserve generational wealth.
Tax Preparation
Timely, convenient, and affordable filing, available nationwide. We look at your household or business as a whole, not just the forms in front of us.
- Personal tax preparation
- Annual state and federal returns
- Quarterly estimated taxes and projections
- Representation before federal and state tax authorities
- Estate and trust returns
- Partnerships
- C and S corporations
Tax Consulting
Big decisions have tax consequences. We help you work with the tax code for maximum savings.
Personal
Return review, pension fund review, alternative minimum tax evaluation, tax credits and incentives, estimates and projections.
Business
Return review, mergers and acquisitions, inventory and accounting methods, succession planning, cost segregation studies, manufacturing deductions, leasehold improvements, credits and incentives.
Estate
Return and document review, estimates and projections, gifting strategies, fair market valuations, credits and incentives.
Frequently asked questions
How much does tax preparation cost?
It depends on the complexity of your return, the forms involved, the number of states, and whether it's individual or business. We'll give you a clear quote up front; contact us and we'll scope it for you.
When are taxes due?
Individual federal returns are generally due April 15 (or the next business day if that falls on a weekend or holiday), with an extension available to October 15. Businesses and estates follow different deadlines, and we track the ones that apply to you.
Can you handle multi-state or out-of-state returns?
Yes. We prepare individual, corporate, and multi-state returns for clients nationwide, including quarterly estimates and representation before federal and state tax authorities.
What's the difference between tax planning and tax preparation?
Tax preparation is filing an accurate return for a year that has already happened. Tax planning is the year-round work we do beforehand, analyzing your situation against current law to legally reduce what you owe. The biggest savings come from planning, not preparation.