TAX PREPARATION

We start with a complimentary analysis of your prior-year tax returns to ensure that they have been filed accurately and that you did not leave any money on the table.

From there, our CPAs prepare your business and personal tax returns for you (and your spouse, if applicable) every year. Since we are handling your bookkeeping and tax planning, you can rest assured that our process:

• Gets your returns filed on time​

• Maximizes the amount of money that stays in your pocket

• Is educational and easy to understand 

• Makes submitting your information extremely easy

We provide quarterly estimated tax vouchers upon delivery of your tax return​. And we send you a quarterly reminder as well!

We correspond with the IRS and state tax authorities on your behalf

If you have a financial advisor, we correspond with them directly as well to make sure that we are creating a team effort for your benefit

All tax returns are electronically signed and filed

We give you the option to receive your refunds via direct deposit and/or pay any balances due through electronic withdrawal