We take a proactive approach to tax services. Through continued development, our staff stays ahead of changing tax laws and legislation. We are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include:
Individual tax return preparation represents about half of our tax business. Clients in this category represent every tax bracket and virtually every life stage. Our staff devotes a significant amount of resources to caring for the needs of these individuals by helping with year round tax planning and assisting with their daily concerns.
Sole proprietorships make up about half of the individual tax returns that we prepare. Those businesses may include family farms, rental properties, oil & gas interests, and scores of other family businesses.
Corporations continue to represent a growing number of businesses. Our corporate clients tend to have fewer than ten shareholders, but like the individual clients, the corporate clients make up every industry niche and every tax bracket. Our firm can help corporate clients with organizational issues and the tax considerations facing corporate structures.
While partnership structures have been less popular over the years than corporate structures, Limited Liability Companies (LLCs) have become very popular and represent a growing number of clients. Our firm can help to navigate the various tax implications of the varied LLC structures.
Not-for-profit organizations embody a diverse group of cultures and a similarly diverse set of accounting standards. Not every tax preparer is equipped to address the challenges and opportunities of the nonprofit sector. Our firm has had the privilege to work with countless nonprofits and their unique reporting requirements.
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. We can carefully guide you through the complex process of getting your financial affairs in order.
Businesses are burdened with numerous filing requirements for employment, sales, and use taxes for every jurisdiction. Our staff can help to alleviate the strain of tracking each local tax, tax form, and tax deadline associated with these filing requirements.
Tax planning and preparation form a winning combination for our successful individual and business clients. Anticipation of changing tax laws can help clients gain an advantage in their market and be well informed of pending liabilities.
During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.