Tax Planning

Year-end Tax Planning

Know your tax liability or refund before you file your tax return.

To ensure you legally pay the least amount of taxes, schedule a year-end planning meeting with us so you can apply tax strategies before the end of the year. “Time is of the essence.” Waiting can cost you money.

IRS Representative & Notice Review

If you receive a tax notice from the IRS or State, let us review it to be sure all information the notice is providing is correct before paying any additional tax. We also can represent you if your return is chosen for audit.

Tax Preparation

Whether your return is a 1040A or a complicated corporate return, our team will prepare and review it maximizing eligible deductions and tax credits to ensure the lowest tax possible.