HOW IT WORKS

 

You can get started by completing our easy online tax intake form.

We then will review your intake & design a package that fits your individual needs.

Within 24 hours, we’ll call you to discuss the next steps for your taxes.

 

Get Started

WHAT OUR CLIENTS SAY

“We were looking for a tax accounting firm that could help us with our tax filing. We got excellent support and their response time is super fast.”

 

“We were looking for a tax accounting firm that could help us with our tax filing. We got excellent support and their response time is super fast.”

 

WHY CHOOSE US?

Tax legislation and the financial landscape changes often.  Expertise is one of our core values – knowledge of the implications of new law changes and how they affect you are a key factor in bringing tangible financial benefits to our clients.  Year round planning is how we realize your goals.  Transaction structuring, a holistic view on your life and needs, and a focus on long-term implications are how we deliver outstanding service.

OUR SERVICES INCLUDE

Federal and State Income tax preparation, electronic filing, electronic delivery and signing

Tax Planning and Estimate Calculation

Real Estate transactions

Business purchases and sales

Investments

Timing of Income and Deductions

Bankruptcy

Divorce

Education Funding

Financial Planning

Retirement Planning

Estate Planning and settlement

IRS and State Controversy Representation – Examination and Collection Issues

Residency Determination