Tax Preparation & Planning

going beyond tax compliance

Our core service offerings center around tax compliance for both businesses and individuals, but our service offering extends well beyond preparing tax returns. Through our premium package service offerings, our clients gain access to a service offering that includes multiple check-ins throughout the year, a seamless and collaborative tax preparation process, and a post-tax season meeting to review the return and strategize for the upcoming year.   The result?  A much more satisfying experience for both the client and the tax advisor.

Our two primary service offerings are our “1040 Premium Service Package,” tailored for clients seeking personal tax preparation exclusively, and our “Business Tax Premium Service Package,” designed for business entities.  To learn more, click below.