Tax Preparation

We help individuals, small businesses, corporations, partnerships, trusts, estates, and non-profit organizations file accurate and timely tax returns. We pride ourselves on making this process easy and accurate because you have better things to do than worry about your numbers.

Tax Planning

Tired of big surprises at the end of the year? Proper tax planning with a tax consultant can save you the frustration of unforeseen burdens and inadequate resources. By making tax planning part of your overall business strategy, we use our experience and access to the most current developments in the tax laws to minimize both your current and future tax liabilities. Oh what a difference a little planning can make.

Estate and Trust Tax Preparation

Proper planning is so important, especially when it comes to leaving assets to your beneficiaries. We can help plan, reduce or eliminate the tax due on the transfer of your business and other assets. Ensure that your objectives and intentions are met – we can help.

Business Succession

For business owners, providing business continuity and succession of ownership is essential. We cannot only help you build your business and grow your dreams, but we can guide you through the complex process of getting your financial affairs in order for when it’s time to pass the torch.

IRS Representation

For over 30 years, we’ve worked with many federal and state tax authorities helping countless businesses navigate the confusing and intimidating world of the tax system. When the IRS calls, our clients have peace of mind knowing that we’ve got their back and their business is in order.

Research and Development Tax Credits

Every year, companies claim billions of dollars in R&D credits, directly offsetting their tax liability. And every year, billions of dollars in credits go unclaimed because many companies don’t realize that they are eligible. Any company, in any industry, that has devoted resources toward developing new products, processes, or software – whether successfully or not – is eligible. We help business owners determine eligibility and calculate the credit.

Cost Segregation Tax Studies

Our team can help owners of business real estate assets increase cash flow by accelerating federal tax depreciation of construction-related assets. Opportunities exist for newly constructed buildings, newly acquired buildings, buildings constructed or acquired in prior years, and significant remodel, renovation, or expansion activities. Depending on the type of building and cost, the current increased cash-flow and time-value benefits are often significant.