Tax Planning/Strategizing

Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income. Strategizing and planning with an experienced tax CPA is one the most beneficial financial (and yet most often under-utilized) decisions you can make for yourself and your business.

We recommend Tax Saving Strategies that help you...

  • grow and preserve assets. 
  • defer income so you can keep your money now and pay less taxes later. 
  • reduce taxes on your income so you keep more of what you make. 
  • reduce taxes on your estate so your family keeps more of what you've made. 
  • reduce taxes on your gifts so you can give more. 
  • reduce taxes on your investments so your wealth grows more quickly. 
  • reduce taxes on your retirement distributions so you have more to live on.

Tax Preparation and Filing

Preparing your own income tax return can be a task that leaves you with more questions than answers. Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional. Our experience is with the following:

  • Individuals
  • Corporations
  • Partnerships
  • LLCs/LLPs
  • Estates, trust and gift
  • Not-for-Profit Organizations

Estate Planning

  •  Clearly define your estate planning goals.
  • Evaluate and recommend estate planning options.
  • Review your estate planning documents including current wills, trusts, health care and power of attorney.
  • Decrease issues associated with probate.
  • Reduce taxes at time of death.
  • Arrange for management of your estate in the event you are incapacitated.
  • Provide recommendations and referrals for preparation of wills and trusts.
  • Prepare estate and trust tax returns.

The issues associated with estate planning can be daunting, but you don't need to do it alone. Our team is ready to assist you through every step of the process. Every estate planning situation is different. In order to help you, we want to know you and your unique situation.

You’ve worked hard to build your wealth. Let us work hard to help you pass it on. 

We provide a safe and secure online tax organizer for our clients.  Please click on the link below to access the online Tax Notebook – Organizer. 

Tax Notebook - Organizer

Schedule K-1 Instructions