Tax Services

When it comes to the world of taxes, preparation and planning go a LONG way. We have the expertise and knowledge you are looking for in a tax professional and can help you navigate your options.

We’re happy to help you with any of these services:

Tax Preparation

Stop missing out on potential deductions that could be saving you big money!

Tax Planning

Real strategies and solutions to help you minimize your IRS liability.

IRS AUDIT Representation

Don’t go it alone! We’re your ally and representative in an IRS audit.

College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement? It sounds too good to be true. And it is too good to be true… unless you know the ins and outs of the college funding system and...

Plan For Your Succession

WARNING: Passing Your Business to a Family Member or Associate Can Be a Risky Proposition. 7 out of 10 family owned businesses will not survive the transfer of the business from one generation to another. Lack of planning and discomfort discussing topics such as...

Why You Should Get a Financial Planners in For Your Small Business

Sure, the “hands-on” approach has served you well so far in running your day-to-day business operations, but have you ever wondered how much more you could have achieved with a financial planner by your side? Financial planners are experts at helping you make the...

Strategic Business Coaching

More Than Just a Tax Return Service… We Will “Take You By The Hand” in Every Aspect of Your Business. Without a blueprint, it is very difficult to know what you are building. For the successful business, a Strategic Business Plan is instrumental to making sure...

Filing Late On Taxes? You Might Actually Be Among ‘s Smartest

There are less than two weeks remaining before the tax deadline of April 17th.  Does that startle you? If you're filing late on taxes this year, let's talk. We can easily file an extension on your behalf, and make sure  that your return is handled as advantageously...

Reset Quickbooks

Does Your Bookkeeping Need a Little Housecleaning? If you have eased your way into using QuickBooks and learning to utilize the software to your advantage, you may find that your records could use a little “housekeeping.” Let our expert assist you with our 4-hour...

Choosing a Tax Advisor For Your Business? Here’s What To Keep In Mind

Hiring a good tax advisor can help you save hundreds of thousands of dollars every year.
If you’re looking for a tax advisor but don’t know how to choose one, use the following tips to help you out:

Perks of Hiring a Tax Consultant

According to the US Foundation, the US tax code is approximately 10 million words. With the average novel averaging 6500 words, the US tax could easily fill up 157 novels. Therefore, it's a good idea to avoid the hassle and hire a reliable consultant to do your...

Getting Your Estate Planning Right as a Single Parent

Being a parent is a lot of responsibility, but being a single parent is an even greater responsibility. You have so many things on your plate, from maintaining a job (or a business) to keeping up with household chores to caring for your children—and their future....

Marketing Tips for Business Owners

As you may have heard, "Labor Day" originated during the time of 7-day workweeks of 12-hour days, in the late 1800's, as our country was in the throes of the Industrial Revolution. Times have certainly changed since then -- and our economy is no longer driven by the...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!