Why Choose Us as Your Tax Professional?

All Your Tax Needs in One Place

tax preparation

Tax Preparation

estate-gift-tax

Estate & Gift Tax

Business-Entity-Tax-Preparation

Business & Entity

Tax Prep

Retirement Planning

Retirement Planning

How Can We Help You?

Enrolled Agents, CPA’s, Attorneys and Certified Financial Planners™ are available to Address your Tax Concerns.

Saturday, Sunday & Evening Appointments Available

Caring for All Aspects of Your Financial Life

We make the pieces fit together

Tax Preparation
Small Business Accounting
Estate Planning and Administration
Retirement Planning
Asset Protection
Geriatric Care Management
Individual Corporations & LLCs
Trusts & Estates

TOP TEN REASONS TO CONTACT OUR OFFICE

  1. The expectation of a significant change in your income and/or life style due to a job promotion, a change of jobs or retirement.
  2. Any correspondence from federal, state or local taxing authorities.
  3. Drawing from or rolling over your retirement plan or IRA.
  4. Taking distributions from an estate, particularly tax-deferred inheritances.
  5. Cashing in insurance policies or annuities.
  6. Buying, selling or exchanging your personal residence or any other real property during the tax year.
  7. Contemplating making large gifts or charitable contributions (cash, real estate, or other property.)
  8. Starting or purchase of a business.
  9. Questions about a major purchase (for example, buying vs. leasing a car).
  10. If you need a friendly voice to talk to, please call. No issue is too small when you need advice.

Free Quote · Free Second Opinion · Quick & Thorough Turnaround

Tax Professionals

30+ Years of Combined Experience

Attention to Detail

Sat. Sun. & Evening Appts. Available

Same Day Preparation Available

Reasonable Rates / Family Discounts

Dedicated Staff of Professionals

Tax Preparation

Individual Tax Return: 1040

Tax Returns for Partnerships: 1065

Tax Returns for Corporate Income: 1120

Corporate Income Tax Return for an S Corp: 1120S

Tax Return Fiduciary Income Estates and Trusts: 1041

Tax Return for Estate Tax on Descendent’s Estate: 706

Avoid Tax Troubles

It is far more preferable to work with you BEFORE the transactions are complete so that all choices and tax consequences can be reviewed.

Budgeting Tip: Pay Yourself First

Living paycheck to paycheck is stressful – but many of us feel we have no other choice. Yet, a systematic monthly investment of as little as $25 can add up to thousands over the years. Starting small shifts your focus from spending to saving. Getting started may be the hardest part. If you don’t pay yourself first, who else will?

budget

Let’s work together to make it happen.

Get in Touch

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