Our Services

Comprehensive tax consulting, planning and preparation specific to your unique needs. 

Consulting

We want each client to be successful, both personally and professionally. We provide a no fee consultation to discuss:

• Business planning and entity selection

• Purchase or sale of property/business

• Tax efficiency recommendations

• Multi-year tax planning

Planning

Our job is to reduce the income taxes you pay over the years to the best of our ability.

• Comprehensive tax planning

• Tax credit utilization

• Retirement planning

• Estate planning

Preparation

Our preparation services include:

• Individual tax returns

• Corporation tax returns 

• Partnership/Limited Liability Company returns

• Gift tax returns

• Estate and Trust tax returns

Medicare

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