Tax Preparation and Financial Services
Because I am a relatively small business, my clients benefit from personalized quality service that is beyond compare. Below I have listed the services that I offer to clients. Please feel free to inquire about a service if you have any questions.
Income Tax Preparation for Individual & All Business Entities
Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, partnerships, corporations, estates, and trusts.
Tax Projections and Planning
Tax planning is an essential component of the tax preparation process. By making tax planning part of your overall strategy, you can use our experience and access to the most current new developments in the tax laws to minimize your annual tax burden.
Financial Counseling and Retirement Planning
Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement.