Income Tax Planning & Return Preparation Services
We are a proactive firm that focuses on income tax planning to minimize the surprises when its time to file the related returns. We view our relationship with each of our clients as an ongoing partnership and strive to provide you with quality, up-to-date tax planning and timely return preparation. We keep abreast of current tax laws and use the latest technologies to minimize your tax liabilities and to maximize your future planning opportunities. Whether you are an individual or operate a multi-tiered corporation or partnership, our Certified Public Accountants and Associates can accommodate your needs for tax planning and preparation.
Estate & Gift Tax Planning, Administration & Return Preparation Services
It's your wealth, and you've spent a lifetime building it. Estate and gift tax planning are essential services to making sure you decide what becomes of your estate assets. We can help you identify your estate assets and plan your property transfers through either lifetime gifts or estate bequests. We can help you either eliminate or minimize any taxes on your estate and prepare any returns that are required. We are also here to assist your heirs with administering your estate.
Planning, Administration & Return Preparation Services For Other Taxes
There are many other taxes to contend with other than income and estate taxes. There are payroll taxes, sales taxes, property taxes and business licenses just to name a few. We can assist you with identifying the taxes that you should be filing, registering with the proper agencies and jurisdictions, and timely filing any necessary returns.
Tax Return Responsibility, Record Retention and Tax Audit Representation
Ultimately, you have the final responsibility for your tax returns. All documents, canceled checks and other data that form the basis of returns should be retained by you for at least seven years. These records may be necessary to prove the accuracy and completeness of the returns to a taxing authority. If your returns are selected for examination by the taxing authorities, any proposed adjustments by the examining agent are subject to certain rights of appeal. We stand behind our work. If an examination occurs, we will represent you if you so desire. However, these additional services are not included in our fee for the preparation of your returns.