Our goal is to take the extra step and provide comprehensive tax preparation and planning for our clients. Here are just a few of the services that we offer:

Tax Compliance / Tax Return Preparation Services

We prepare personal, business, trust, estate & gift tax returns for both federal and state tax entities using a triple review process to avoid potential audits.

Retirement Income Distribution Planning

Retirement Distribution Planning is our keystone service.  It includes the following:

• A highly tuned, highly customized retirement income distribution plan (First year);
• Specific actions to implement the plan (First year, then updated annually);
• A fall tax projection to make sure the plan is on target (annually);
• Federal and State tax return filing (annually);
• And, plan review, action item update (2nd year onward, annually)

Tax Projection Service

A strategic analysis of all factors affecting your current tax status with an actionable strategy for legally minimizing your tax burden without using gray area or questionable tactics. This service takes advantage of valuable tax planning strategies that often must be done before the end of the year so it is best to schedule early and take full advantage of all of the savings available to you!  Must be a current tax compliance client.

W-4 Calculation Service

We optimize your paycheck tax withholding so the government does not hold on to any excess taxes paid, maximizing your take home pay while meeting withholding requirements for federal and state tax entities. Must be a current tax compliance client.

1099 Preparation

Business entities must file 1099s each year for their contracted employees each year before the February 28th deadline. We make this process a worry free experience for you making sure that you meet your obligations with as little headache as possible. Must be a current tax compliance client.