Tax Prep & Planning

Tax planning is an essential element in the tax preparation process.

There are many ways to minimize, or even postpone, taxes. By making tax planning your overall business strategy priority, you will minimize both your current and future tax liabilities by relying on our experience to access the most current developments in tax law.

In preparing personal tax returns, we handle...

• Complex returns
• Simple returns
• Prior year returns
• Out of state returns
• Amended returns
• Estimated taxes
• Capital gains, including cost basis calculations
• Alternative minimum taxation
• Resolution of issues with the IRS

In preparing business returns, we deal with...

• Sole proprietor entities
• Corporations
• S-Corporations
• Partnerships
• Local tax returns
• Out of state returns

We help our clients...

• Utilize IRA's to best advantage
• Know when it's beneficial to make extra mortgage payments
• Minimize alternative minimum tax
• Know when and how to split income
• Decide how to set-up business entities (S Corporation, Sole Proprietor, etc...)