Tax Services

Tax planning takes into consideration the tax implications for individual, investment or business decisions. The general goal is to minimize tax liability. While decisions are rarely made only on the basis of tax impact, applying a working knowledge of income or estate tax issues is important in the decision-making process.

Investment tax planning requires a year-round approach, beginning with an in-depth understanding of the tax consequences of various investment strategies and include tax-exempt investment, 1035 exchanges, tax-deferred investing, passive income and losses and investment taxation. Major life events, such as retirement, come with tax considerations.

We are able to provide comprehensive accounting services in the form of general ledger accounting, payroll, payroll tax filings, and financial statement preparation. By providing this service to our clients it ensures that we are at the center of the day to day operation of your business. We also have industry leading technology solutions for those companies who want to perform the day to day accounting functions of their business but still want us to be able to perform high level review of their financial statements and be able to offer advice. This solution allows our clients to use our accounting software on our server AT their local office. It ensures that the we are always in a position to offer real time advice and we don’t have to email files back and forth to accomplish it.

Tax considerations affect the decisions of business owners as well—from the formation of a business to its sale. Whatever advice you may need we work with you on a solution that fits your goals.