We know one of your top priorities is paying less tax. This is best accomplished with smart tax planning. Whether you’re an individual, corporation, partnership, estate or trust, we can accommodate your needs. We provide you with a seasoned tax specialist who will work with you throughout the year to develop a tax-saving strategy that is tailored to your unique situation.
We are diligent about remaining up-to-date on the changing tax laws, and are committed to uncovering all of the tax-saving opportunities available to you. We will minimize your tax burden and maximize your after-tax dollars—while remaining in full compliance with IRS statutes.
To make the tax process as convenient and pain-free as possible, we offer our clients 24/7 access to all of their tax information via a secure portal on our website. Login any time to review the documents electronically and track the progress of your e-filed return.
Nothing strikes fear into the taxpayer’s heart more than a notice from the Internal Revenue Service—which is why we also offer IRS Representation services. In the event of a tax audit or any notice from the IRS, you have the peace of mind that your tax specialists are in your corner with the expertise required to resolve any situation.
BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.
The new budget bill passed by Congress on December 20, 2019 impacted both retirement and college savings plans. While many are still waiting for further guidance from the IRS on several details of the bill, we compiled a short list of the major changes that may affect you.
It’s that time of year when everyone can agree on one thing: Paying taxes is a drag. As we progress into a new tax season, follow these tips to help avoid a heavy tax burden this year:
Okay, so maybe not magical…but there are things you can do to rev up engagement in your meetings. After all, it’s likely that you spend at least 25 percent of your professional time in meetings, so why not put a little work into making them more appealing for all those involved. To get you started, give the following five tips a try: