Taxes
When Life changes, so do your taxes!
Tax season is stressful and can be hard to navigate with the ever-changing tax laws, but we are here to help. Our firm values learning, and each year our staff engages in professional development to ensure that we know the latest changes to tax rules and regulations.
Individual Taxes
Buying a home? Getting married or having a baby? Life events such as these add a layer of complexity to your tax return. Our knowledgeable staff is up to date on Federal and State regulations and will ensure that your tax return is compliant with those guidelines. The quality relationships we build with our clients allow personal one-on-one interactions that make sure we have all the necessary information to accurately file your tax return on time.
Corporate Tax Preparation
When arranging and planning for taxes, our boutique firm and personal touch make all the difference for your peace of mind. Our focus on accounting services for small and mid-sized businesses puts us in a unique position to understand your business tax matters and tax preparation. We have experience working with our clients to file for partnerships, S Corps, and Corporations.
TAXES SERVICES
Scope of Work
- Initial Consultation and Review of Prior Year Tax Return
- Upload and Review Source Documents for Current Year Filings
- Prepare Federal and State Filings and All Required Schedules
- Maximize credits and deductions
- Review and Electronically file returns
- Tax Notice Assistance
What You'll Need to Provide (Tax Organizer Available)
- Personal Information – DOB, SSN, dependents
- Sources of Income - employment income, retirement income, savings and investment or dividends
- Deductions – Homeownership, charitable deductions, medical and health insurance, etc.
- Record of estimated payments completed
WHY US?
Your Peace of Mind is Our Mission
Our firm is committed to build a trusted partnership with our clients by prioritizing service, care and professionalism. By trusting your taxes to us, you can have confidence that you are submitting the most advantageous tax returns possible. If you ever have any questions, we are only a phone call away.
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Personal Approach
Our goal is to make this process as stress-free as possible for you. Our staff will always be just a phone call away, and we’ll be happy to answer any questions and provide any clarification that you may need.
Expert Guidance
We help you navigate the intricacies of tax laws so that you have a clear understanding of your finances. Our expertise allows us to identify the best ways to file your taxes so that you get the maximum amount of benefits. We’ll also explain our strategy to you in a way that you can understand so that you’re informed about the decisions we’re making for your tax returns.
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Regular Communication
You won’t just hear from us in the spring — we believe that a successful tax season requires year-round planning and communication. We’ll check in with you throughout the year and keep you updated throughout the process so that you know what’s happening every step of the way.
Cost Benefit
By trusting your taxes to experts, you’re ensuring that you’re not missing any unnecessary tax obligations or hidden benefits, which means that you’re saving the most money possible on your tax returns.
01
Personal Approach
Our goal is to make this process as stress-free as possible for you. Our staff will always be just a phone call away, and we’ll be happy to answer any questions and provide any clarification that you may need.
02
Expert Guidance
We help you navigate the intricacies of tax laws so that you have a clear understanding of your finances. Our expertise allows us to identify the best ways to file your taxes so that you get the maximum amount of benefits. We’ll also explain our strategy to you in a way that you can understand so that you’re informed about the decisions we’re making for your tax returns.
03
Regular Communication
You won’t just hear from us in the spring — we believe that a successful tax season requires year-round planning and communication. We’ll check in with you throughout the year and keep you updated throughout the process so that you know what’s happening every step of the way.
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Cost Benefit
By trusting your taxes to experts, you’re ensuring that you’re not missing any unnecessary tax obligations or hidden benefits, which means that you’re saving the most money possible on your tax returns.
WHO WE HELP
Case
Our Tax service is perfect for you if…
- You're in complete panic mode about your books
- You need someone to organize your finances to submit tax returns
- You don’t have the time or expertise to focus on your tax returns
- You’re dealing with a complex tax situation and need professional guidance
- You want to ensure your deductions are maximized and stay up-to-date on changes and tax code
Organizations & Size
- Individuals
- Sole Proprietorships
- LLCs
- Partnerships
- S-Corporations
- Corporations
- Nonprofits
- Estates
- Trusts
Industries
- Law Firms
- Legal Consultants
- Restaurants
- Construction Firms
- Interior Designers
- Athletic and Leisure Clubs
- Retail
- Estates
- Trusts
- And more!