Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.
Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, we can develop tax strategies that take advantage of new tax laws and legislation.
Think of us as your outsourced accounting department with individual and business tax support. Our accounting solutions offer small businesses relief from the day-to-day accounting hassles while providing 24/7 access to financial data. As your trusted advisor, we pay your bills, record deposits, prepare payroll and payroll tax returns, furnish financial statements, produce W-2’s, produce 1099’s, prepare tax returns and supply valuable financial and tax advice throughout the year. All activity is completed online via a technologically advanced platform so communication and document exchange is in real-time.
Great for you
- Frees you to focus on your business—not on time-intensive accounting tasks.
- Assures you that your data is accurate—you have a team of accounting professionals developing your financial statements and reports.
- Offers ultimate convenience—via our portals, documents are exchanged online and in real time, and are accessible 24/7.
- Ensures security of data— all documents are delivered through our advanced online portal platform. Exchanging documents through portals is more secure than sending via email.