Experienced strategic guidance can save you money, which is why we offer a broad range of services that can help minimize your current and future tax liabilities.
We provide taxation expertise and knowledge throughout the year.
This proactive approach to taxes can make all the difference when tax season comes around.


Tax Preparation Services

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.

Tax Preparation:

  • Individual Tax Returns
  • Estate Income Tax Returns
  • Foreign Bank Account Reporting (FBAR)
  • Gift Tax Returns
  • Previous Return Amendments
  • Small Business Tax Returns
  • Trust Tax Returns

Tax Assistance:

  • Calculating Proper W-4 Withholdings
  • Estimated Tax Projections
  • Reviewing Returns Done by Others

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Tax Planning

Tax planning combined with investment management and retirement planning can help you reach your financial goals.

Tax Strategies:

  • Proactive Tax Planning & Consulting
  • Roth IRA Conversion Planning
  • Tax Reform Consulting

Retirement Guidance:

  • Continued Care Retirement Community Transition Planning
  • Visual Financial Inventory Reporting
  • Income Distribution Planning
  • Social Security Tax Strategies

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Estates & Trusts

By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all estate and trust tax-related matters.

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Contact us today for an appointment!

Trusted expertise is just a phone call away.