Tax Preparation & Planning

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.

Our Process adjusted for COVID-19:  We have always provided a very personal tax return experience whereby we interview you face to face and typically complete your return all in one stop.  We want to do our best to offer you this same process that we have been offering for 45 years.  Please call us and we will offer you one of several options that is best for you which are 1) Schedule a face to face onsite meeting with one of our tax preparers 2) Schedule a Zoom (face to face video meeting) or 3)  Assign you a tax preparer whereby you can send in your tax documents and we will get to your tax return in the order that we have received it.  Your preparer will reach out to you when they are able to complete your return.

Rest Assured, we will be able to complete all of our clients returns timely and with the same excellent quality as you have experienced for many decades.

Call today to schedule an appointment!

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