Small Business & Personal Tax Accounting Services
If you do not yet have a tax preparer the time to form a relationship with one is now. We work with our clients during the tax preparation process to help them identify the supporting documents they will need to file their tax returns, select their optimal filing status, and guide them through the process of itemizing deductions and identifying credits for which they qualify.
For all of our our new clients we review tax returns filed in recent years to identify any missed opportunities and correct any errors which may have occurred in previous filings. We act as your advocate with the federal, state and local government and we offer guidance throughout the year, which includes future planning to meet your business or individual needs beyond the current year.
A tax planning session with a qualified accountant is one of the best things an individual of business can invest in. Topics covered can range from the timing of income, purchases and other expenditures, the proper selection of investments and retirement plans, as well as referrals for advanced financial and estate planning.
In addition we will assist you in determining your most beneficial filing status and identifying deductions you may not be aware you qualify for. We can keep you prepared by being proactive with your tax planning.
Tax Problems Resolved
If you should find yourself faced with a tax problem you do not need to manage it on your own. We will act as your advocate with the IRS, state or local government to resolve the issue in a timely fashion.
We are experienced with working with clients, both individuals and businesses, to create manageable solutions for handling a variety of tax issues. Reach out to us today to see how we can help you.