Tax Services & Strategies

We are very aware of taxes and their impact on our clients’ financial plans.

Bottom line: taxes matter. We need strategies in place to minimize them now and throughout our clients’ lives.

Our tax services and strategies are another way we bring you personal, professional service, with a focus on building years-long relationships — beyond just the tax season.

We’re here to help you by:

  • Providing all essential tax services, from tax planning to return preparation, for individuals and businesses.
  • Minimizing your tax burden with the right tax-planning strategies.
  • Educating you about tax strategies, including appropriate deferral of tax and tax-efficient investing.
  • Managing the impact of taxes on your financial efforts and assisting in maximizing your after-tax wealth.
  • We also have the experience to represent you before the IRS or any state and local tax authority.

Tax Services We Offer:

  • Income Tax Preparation
  • Individual Income Tax (Form 1040)
  • S-Corporation (Form 1120S)
  • C-Corporation (Form 1120)
  • Partnership/LLC (Form 1065)
  • Not-for-Profit/Charitable Organization and Private Foundations (Forms 990, 990T, 990 PF)
  • Fiduciary/Trust (Form 1041)
  • Estate and Gift Tax (Forms 706 and 709)

Sales Tax (TPT) Services
We’ll gather your sales info and complete all sales tax reports filing.

IRS Representation
If you get that dreaded letter from the IRS, state or other tax authority, don’t worry. We will draft a written response to any tax notice and represent you until the matter is resolved.

Do You Know These Top Tax-Efficient Investing Strategies?

The point of investment accounts is to generate a return. But with every investment comes a cost—and one of the biggest costs can be taxes, especially if you’re in a higher tax bracket.

The solution? Tax-efficient investing. Here’s everything you need to know to understand what that means, and what strategies you should consider and discuss with your financial advisor.


Let’s get started: