Although individual or business tax returns are required to be filed annually, it’s smart tax planning that makes all the difference at year-end. Our tax specialists take a proactive approach and advise you throughout the year to maximize tax efficiency.
Constant monitoring of federal and state legislation leads to our guarantee that you will achieve your tax goals. As an added convenience, our clients have the benefit of 24/7 online access to all their tax documents and work papers via a secure personal login.
Our tax planning and preparation services include:
• Individual tax
• Corporate tax
• Charitable and not-for-profit entities
• Estate and gift tax
• Representation at tax examinations
• Sales and use tax compliance
• Your Personal Boardroom™
