Tax Planning and Return Preparation

Strategic Tax Solutions that Make a Difference at Year End

We know one of your top priorities is paying less tax. This is best achieved through comprehensive tax planning. Whether you’re an individual, sole proprietor, or operate a multi-tiered corporation or partnership, we pledge to provide you with quality, up-to-date tax return preparation and advice.

Our commitment to you doesn't stop at 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 are dedicated to examining all the tax-saving opportunities available to you. We will minimize your tax liabilities and maximize your future opportunities—while remaining in full compliance with IRS statutes.

To make the tax process as convenient and pain-free as possible, we provide you with a secure portal on our web site where tax documents can be reviewed and electronically housed. You have 24/7 access to all your financial information via the internet, and can track the status of your e-filed return.

Tax Workflow

Client Center

- Individual Clients
- Business Clients
- Client Employee

(QuickBooks)

Using Your Client Organizer
How to Review My 1040

Memberships

 

 

Phone: (727) 823-6500 • Fax: (727) 895-2910