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.
Quite often we can get so wrapped up in checking projects off the company’s to-do list that we forget to recognize the labor that went into each accomplishment. Acknowledging milestones provides opportunity to show appreciation to the employees who helped you achieve them...
Are you expecting a tax refund? If so, don’t treat your tax refund as ‘bonus’ cash. Rather look at it as simply a return of taxes paid beyond your actual obligation. This will help you think about using this money purposefully. Here are some ideas to try:
The spring season is here! In addition to taxes, many of us want to take care of some overlooked cleaning tasks. Procrastination often creeps in when it comes to cleaning—especially our offices. It can feel overwhelming and somewhat unproductive to spend time decluttering and cleaning your workspace, but once complete, most people feel a sense of relief and calm. Use this handy checklist...
