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Learn More About Our Services

Tax Preparation Services

Business Tax Returns

Small business tax return preparation and filing instructions are a core service offered to our clients. Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership, or Sole Proprietor a properly prepared tax return can be filed to minimize the tax owed. 


Accurate bookkeeping is essential to your company’s long-term viability. Experienced, affordable, and reliable, we serve a variety of industries and clients from self-employed home-based business owners to small and medium-sized businesses with employees. When you outsource your bookkeeping services to us you get one on one personalized service and state-of-the-art technology and payroll software.

But the best reason to use our bookkeeping services? You’ll have more time to focus on running your business and generating more profits.

Financial Statements

Financial Statement preparation for small business clients is a long-standing service of this firm. Depending on the client's needs, monthly, quarterly and year-end balance sheet and detailed operating statements can be prepared and analyzed on a timely basis. The state-of-the-art accounting software used in our office can provide helpful comparisons and calculations for effective, practical business analysis.


Our tax return service provides reassurance, professional advice, and accurate tax filings each year. We work with you to organize your documents, review and advise you on potential tax issues and savings, and create sound strategies that offer you peace of mind year after year. 

It can be time-consuming, confusing, and frustrating to prepare your own tax return. Moreover, tax laws are complex and difficult to understand, leading to the loss of deductions and credits. We file your return electronically so the process runs as smoothly and efficiently as possible.

Tax Planning

Tax planning and tax forecasting services for individual and small business clients are core competencies of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.

While paying taxes is necessary, we want to ensure that you maximize your after-tax income. The best way to do so is to plan ahead, look at your anticipated income for the year, and legally reduce your tax liability with tax-saving strategies.

We work with businesses and individuals to create custom plans to reduce the amount of taxes owed to the lowest possible number. We do this by looking at tax credits, deductions, and savings plans throughout the year, not just at the end of it. Whether it’s deferring income, reducing taxes on gifts and investments, or utilizing retirement plans to reduce taxes, we want you to hold on to as much of your income as possible.

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Get clarity on your tax and bookkeeping situation.