Tax Planning & Preparation

Our team of tax advisors has been serving client tax needs collectively for over 30 years.  The tax team allows us to approach client financial situations from a holistic perspective.  Beyond individual income-tax returns, specialties include forward tax planning, as well as partnership, corporate, & non-profit returns.  Additionally, each of our preparers specializes in different areas of the tax-code, allowing us to collaborate in solving client tax issues. 

Preparation of Individual and/or Entity Tax Returns

Our staff of tax preparers are focussed solely on taxation issues and delivering completed returns to the highest accuracy standards.  Tax Planning is at the heart of our comprehensive tax preparation service.  Because each tax year presents different opportunities, we see our role as very important in keeping clients informed of these changes, and helping them adjust their planning as needed.

Our preparation skills range from small businesses (partnerships, LLCs, and corporate entities), high-net worth executives, registered domestic partnerships, and non-profit returns.

Investment Tax Strategies

Tax deferred or Tax free?  Convert to Roth IRA?  Should I "harvest" losses in my investment accounts?  Because of the over-reaching influence of taxation, collaborating with a financial advisor can bring clarity to your long-term investment strategy. Investment strategies are examined to minimize taxes owed.  This may be achieved through a variety of investment vehicles as well as through tax-harvesting.
    
Small Company Retirement Plans 

Establishing SEP IRAs or Indvidual 401ks can be a powerful tool to lower taxable income now, while allowing for tax-deferred saving for later.  

We can also form retirement plans for small businesses, providing a great value-added benefit for both employers and employees.