We know that reducing your tax burden is one of your top priorities. Comprehensive tax planning is the key to keeping more of your hard-earned profits. Our tax planning service provides you with a dedicated partner who works with you throughout the year to proactively recommend tax strategies that minimize current and future tax liabilities and maximize after-tax income. Through personal, one-on-one service and guidance, and we will develop a plan that is customized to your unique situation.

Whether you’re an individual, sole proprietor, or operate a multi-tiered corporation or partnership, we pledge to provide you with quality, up-to-date tax return preparation and advice. We are meticulous about remaining up-to-date on the changing tax laws, as well as to examining all the tax-saving opportunities available to you—while remaining in full compliance with IRS statutes.

To make the tax process as convenient and pain-free as possible, we provide 24/7 access to all your tax information via a secure portal on our website. Login anytime to review the documents electronically and track the status of your e-filed return.

IRS and State/Local Representation

Few things evoke more fear than receiving a notice from the IRS—which is why we offer complete representation services before the IRS, as well as state and local taxing authorities. We’ll work with you to collect all the required information and communicate with the tax authorities on your behalf. In the event of a tax audit or any notice from the IRS, you have the peace of mind that our certified tax resolution specialists are in your corner with the experience and expertise required to help resolve the situation. We are also experienced in negotiating Offers in Compromise with the IRS.

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