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Tax Professionals

Tax Preparation | Tax Planning | IRS Compliance

Tax Preparation

Our significant investment in computerized tax preparation software and over one hundred hours of continuing education yearly enables us to accurately and efficiently prepare federal and state tax returns for various types of entities including individuals, businesses, estates, and trusts. We utilize Commerce Clearing House (CCH) tax software, which is highly rated and used by many large CPA firms.

Tax Consulting and Planning

By keeping current on new tax laws and legislation we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We offer a complementary consultation once a year for our clients to discuss ways to optimize tax savings and any other concerns they may have.

IRS Compliance

We work with our clients to resolve IRS issues by the following but not limited to analysis, amending returns, retrieving IRS transcripts, and writing letters. If a client receives an IRS letter for a tax return we filed, we typically take care of it without additional charges, unless there are special circumstances.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  (281) 496-6152