Business Formation

Without careful considerations and thoughtful planning, the tax effects can be dramatic without advance business formation consideration.  The legal form of your organization will greatly impact your future taxes.  Our tax professionals have worked with many start-up organizations and their entrepreneurial founders to assist in the formation of a new business.

Pro-Active Tax Planning and Return Preparation

Whether you’re an individual or a business, the best time to save money on your taxes is 4 to 16 months before the taxes are due.  This requires expert planning.  We provide one-on-one tax advisory and preparation services tailored to your individual needs.

Financial Planning for Individuals and Businesses

We provide our clients with a wide range of personal and business financial planning services that focus on maximizing and preserving wealth and limiting tax consequences.  We ask the question “Where do you want to be financially?”  We use a hands-on approach to satisfying your financial planning needs.


IRS Audit Representation

We’re available to all our valued clients when dealing with the IRS and other taxing authorities.  We will represent you and assist you in preparing for audits and appeals conferences.  We also provide expert counseling on technical tax issues, penalty assessments and negotiations to resolve payment of tax deficiencies.




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