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Tax Planning and Preparation

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Minimizing federal, state, and local taxes is everyone's priority.  To be most effective you should be aware of events that may change your tax liability.  However, we know life happens.  Some changes will be unexpected.  We will work with each of our clients to address all factors that may impact their tax bill.

 

  • Tax Planning - We will review your personal tax situation to help you take advantage of opportunities to maximize your deductions and tax free dollars to help reduce your tax burden.  

 

  • Tax Preparation - We will prepare your tax return in a professional and timely manner.  All returns can be securely efiled.

 

  • Estate Planning - We can review your estate plan to help you minimize the financial impacts of inheritance and estate taxes.

IRS Representation

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It is said that "Good people get caught up in bad situations."  So it goes with the IRS and your taxes. The passing of a loved one, divorce, illness, job loss or other family event can cause one to forget to file or delay filing a tax return.  A letter from the IRS or the state can be disconcerting, and they can be relentless in their tax collections efforts.  We can represent you before the IRS to resolve your specific situation.

 

 

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