TAX PREPARATION AND PLANNING

We Are Your Tax Specialists

Whether you’re a business or an individual, our experts work with you throughout the year to develop a highly personalized plan with tax saving strategies such as, employee benefit plans, deferred compensation/pension plans, insurance strategies, financing alternatives, and many more. Careful tax planning means you pay less taxes and maximize the benefits derived from your business.

We excel at tax planning and preparation for individuals, corporations, partnerships, estates and trusts. We understand how a heavy tax burden negatively impacts a business’s cash flow. Our goal is to reduce your tax liability, freeing capital to re-invest or take advantage of future opportunities.

To make the tax process as convenient and pain-free as possible, we offer all our clients a secure portal on our website where tax documents can be reviewed and electronically housed. You have 24/7 access to all your financial information via the internet.

Tax Audit Representation

Nothing strikes fear into the taxpayer’s heart more than a notice from the Internal Revenue Service—which is why we also offer Tax Audit Representation. We work with you to collect all the needed information and communicate with the tax authorities on your behalf. In the event of a tax audit or any notice from the IRS, you have the peace of mind that your trusted advisor is in your corner with the expertise required to resolve the situation.

Client Center

- Individual Clients
- Business Clients
- Client Employee

(QuickBooks and Peachtree)

Join a scheduled video meeting with our staff.

Memberships

 

(201) 444-8800 phone • (201) 444-0299 fax