Solving Client Problems Is A Guiding Principle

We Are Here to Help

Our lives are full of mystery and surprises, but your taxes shouldn’t be. New tax laws are constantly being implemented and revised on a local, state and federal level. How do those changes impact you and your business decisions and planning? What changes can be made, if any, to lower your tax burden? Are you making critical decisions with knowledge of how those decisions will impact your taxes? Are your records accurate and do you maintain complete records?

If you’d rather not think about questions like these, you aren’t alone and we are here to help.

Solving client problems is a guiding principle.

Things We Do

  • Individual income tax
  • Corporate income tax
  • S-Corp income tax
  • Partnership income tax
  • LLC and LLP income tax
  • Estate tax returns
  • Gift tax returns
  • Tax planning and transaction analysis
  • Bank reconciliations and write-up
  • Bill pay
  • Sales tax reports
  • Choice of entity
  • Tax authority audit representation
0 %
Tax Returns Done by Paid Preparers
~ 0 %
Individual Tax Returns That Are E-filed
Changes to Tax Code from 2001 - 2013

Client Feedback

  • When we first met with Joe to discuss preparing my taxes, he reviewed a number of years of tax returns prepared by my former CPA, in doing so; Joe noted a couple mistakes which caused me to overpay my taxes. Joe’s team quickly amended my tax returns before the statute of limitations expired and I got money back from the IRS. What a great way for me to start my relationship with him.

    Stephanie Business Owner

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