Tax pREPARATION

Effective tax planning is an essential part of comprehensive financial management. We continuously monitor changes in tax laws to help our clients capitalize on new opportunities and strategies as they arise. By projecting current and future tax scenarios, we ensure your tax plan aligns seamlessly with your broader financial goals.

Our Tax Services Include:

• Preparation of federal and state individual income tax returns
• Preparation of federal and state partnership, S corporation, and LLC returns
• Calculation and preparation of quarterly estimated tax payments
• Year-end and quarterly tax projections for proactive planning
• Payroll tax return preparation and compliance
• Personal property tax return preparation
• Assistance with tax notices and IRS audits
• Guidance on state residency and related tax issues
• See pricing plan for more details