Forgot password?

No matter what type of tax return you are filing, planning is the key to successfully and legally reducing your tax liability.  

  •  As we prepare your return, we will not only be looking for suggestions and strategies that can save you current year taxes but for ideas for future planning as well.

  •  If you pay estimated taxes, we understand basing your estimate on the preceding year is not always the best way to keep more money in your pocket.  We can work with you throughout the year to review your income and meet the IRS requirements for tax payments, so that you avoid paying penalties to the government. 

  •  For individuals, we can help you adjust your payroll withholding to keep more money each payroll.  Why give the IRS an interest free loan for up to 16 months when you don't have to?

  •  As tax laws change, we review the laws with regard to our clients and will either contact you individually or through a newsletter update with changes we believe may affect you or your business.

  • Family gifting can be a mechanism for saving current income taxes as well as transferring wealth for overall estate planning.  We can help you review your situation and work with you and your other trusted advisers to come up with a gifting plan that meets your needs.

We make it a priority to enhance our mastery of the complex tax code and new tax regulations by keeping up to date on the law.

Although our knowledge of the law is important, we feel our knowledge of you and/or your business is even more important.  Our relationship with you is uniquely personal.  You are not necessarily like everyone else and sometimes it is not just about saving taxes.  We get to know you and consider all of your circumstances in a compassionate way, to be sure you are meeting your personal financial goals. Then we help you save tax dollars  by planning a strategy that aligns with those goals.