Minimizing your tax burden is a core goal achieved through comprehensive tax planning. Whether you’re a sole proprietor or operate a multi-tiered corporation or partnership, we provide you with quality, up-to-date, advanced tax return advice and preparation. Our experienced tax specialists excel at tax planning and preparation for individuals and businesses.
We think Outside the Box.
Our dedication to you doesn't stop after April 15th. We work with you throughout the year to develop a highly personalized plan with tax-saving strategies that are tailored to your unique circumstances. We are diligent about keeping current on the changing tax laws that affect you, and we are committed to examining all the tax-saving opportunities available to you.
To make the tax process as convenient and pain-free as possible, we provide you with secure online access to your tax documents that can be reviewed and electronically transmitted and stored. You have 24/7 access to all your financial information.
We also provide expert IRS representation services because we understand that few things evoke more fear than receiving a notice from the IRS or other taxing authorities. We act as your representative in front of federal, state, and local tax agencies to help resolve your issue in a timely manner with as little stress as possible. Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide you through your situation with ease and expertise.
BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.
Hosting a holiday party for your staff is one of the best ways to show them you care—while also creating some meaningful, team-driven memories. Follow our tips below for hosting a memorable soiree that doesn’t push your stress or your budget past your limit.
If you have retirement on your mind, the big question is this: Are you in a financial position to do so? While nothing replaces the advice of a seasoned advisor, you can take your first step to answering this question by applying a simple 5-step calculation.
If you’re not a fan of Black Friday chaos—you know…the crowds, the rush, the relentless search for a parking space—then ditch the onsite shopping this year while still enjoying the sweet deals.