Tax Services
Add Our Experts to Your Tax Team
Who are we? We’re not an average accounting firm that includes tax preparation. As an Enrolled Agent (EA), we focus solely on tax preparation and tax planning for all phases of life. In addition to the minimum training required for EAs per IRS regulations, we attend specialized tax conferences to better understand the ins and outs of the ever-changing tax code. We’re highly educated in proactive tax, retirement, and estate planning techniques for individuals.
We can create a personalized tax strategy for you with the goal to save you money while being compliant with current tax laws and regulations. We don’t just put numbers in boxes. You can be sure that when you work with us, your peace of mind is paramount with a team ready to support you.
Schedule your free consultation today!
Tax Preparation
We provide comprehensive preparation of individual, gift, trust, and estate tax returns for federal, state and local taxes. We prepare whatever forms are necessary to comply with current tax law, which saves you time and provides peace of mind.
Tax Planning
We are a full-service tax office. If at anytime during the year you have a tax question or concern, call us. It's best to contact us as life changes occur or to meet in the summertime/early fall so we can help you prepare for the upcoming tax season.
Retirement Planning
We can help you decide the best strategy for retirement and avoid common tax mistakes made once retired.
