INDIVIDUAL TAX PREPARATION, TAX PLANNING AND TAX STRATEGIES

Us, You and Them - Is there a difference?

Our firm provides personal income tax strategies and preparation, so you can make the most of your time and money. No matter your age, no matter your financial position, we can take the stress and headache out of your tax situation, while providing you with tax strategies and tax preparation that will preserve your time and your money. Discover for yourself the advantages of our knowledge and experience.

Personal Service: provide prompt, efficient service that treats you individually. You are not a client number in a firm that only cares about manipulating your money!

Quality: committed to providing the best service without compromising efficiency and integrity!

Our rates are competitive and our service is unmatched. Find out for yourself why we are the best company for your income tax preparation (and planning) needs.

YOU

For the do-it-yourself user of off-the-shelf software, your access to assistance in any complex situation is limited. Most consumer tax software products are adequate. However, resources are often times limited to interpreting and implementing tax codes and regulations should you find a problem that software does not adequately answer or address.

Just as we do not perform our own root canals, we find a dental professional as needed. Should you be submitting your own self-prepared tax returns when you are not a tax expert? The IRS and the state tax agencies do not grant leniency toward users of tax software!

THEM

Many mass market tax preparation firms, mostly franchise businesses, are available to the general public to prepare tax returns for a portion of the year. That is all they do, prepare tax returns. They hire inexperienced seasonal preparers that have minimal tax knowledge. Their fees have increased considerably over the last few years with no recognizable increase in quality.

Our firm not only prepares the returns to be certain you are in compliance with the tax laws, but we also offer a variety of additional valued-added services for which the mass market firms do not have the expertise to provide.

Prepare business and other types of income tax returns and perform accounting for:

  Corporations (C & S)

  Partnerships

  LLCs

  Trusts

  Estates

  Offer planning for tax savings in general or for anticipated transactions

  Assist clients with the issues related to aging parents (See Eldercare)

  Understand the complex and ever-changing tax laws

  Developed a network of professionals for legal, financial planning, and other services that our firm does not provide

  Every client return is reviewed by a principal of our firm for maximum quality control

We are open all year and all seasons, not just TAX season