Together, We Can Make Your Picture of Success a Reality

Businesses & Individuals
Businesses & Individuals

You work hard today so you can create a better tomorrow. But life moves fast. If you don’t stop to take time to set up a plan for the future, will it turn out the way you picture it? Hard to say, but why leave it up to chance? Without a plan, you may end up dealing with some unwanted surprises.

We’re the right fit for businesses and individuals. From corporations, to limited liability companies, partnerships, sole proprietorships, and families, we start by sketching out a vision for your future. Then we work with you to create a realistic plan of how to get you there.

Our Business Services

Here’s a snapshot of the services we offer to businesses:

  • Tax preparation for C and S corporations, partnerships and LLCs
  • Business tax planning for closely-held businesses
  • Preparation of business license and personal property taxes
  • Preparation of payroll, benefit plan and other tax returns
  • Assistance in responding to federal and state tax notices
  • Assistance in choosing the best entity structure, accounting method and fiscal year
  • Planning for business start-ups, capitalization, reorganizations, and liquidations
  • Planning for multi-state transactions
  • Representation before tax authorities
  • Business valuations
  • Litigation support
  • Business consulting

Our Services for Individuals and Families

Here are the services we offer individuals and families:

  • Income tax preparation, tax returns and tax planning
  • Trust and estate tax preparation and planning
  • Gift tax preparation and planning
  • Planning for multi-state transactions
  • Assistance in responding to federal and state tax notices
  • Assistance with court filings for estates and trusts
  • Charitable contribution planning
  • Tax planning with IRAs and employer retirement plans
  • Tax tips and tax benefits for higher education
  • Representation before tax authorities
  • Litigation support

Get personable, professional business and tax advice with a vision for your tomorrow. Contact us today.