Filing tax returns can be stressful. We’re here to take care of the details, so you don’t need to worry. We’ll ensure that your taxes are filed on time and correctly.   We prepare business as well as personal income tax returns.

Proper tax planning can prevent surprises when tax returns and payments are due.  It can also decrease tax liabilities if transactions are timed properly.   This requires us to look ahead rather than always reporting historical transactions.

We like to meet with your other financial advisors to get a big picture of your financial well being and types of income that we can plan with. 

Preparing quarterly estimated tax projections for many is required and prevents unwanted penalties and interest for underpayment.  This is something we look into for all of our clients. 

We help our clients prepare for audits while completing their tax returns by ensuring there is sufficient substantiation to support the positions taken on the returns.  If an audit does occur, the information for the return is readily available.

We work with the auditors directly and provide the information needed to complete the audit which helps alleviate the stress and time our clients have surrounding the audit process.

We also respond to IRS and state notices.  Often these are requesting additional information or clarifying information.

If you are going through an audit or need assistance with a notice, let us know and we can help.