Broker Check


Certified Public Accountants and Consultants


Tax Preparation

Tax Preparation and Planning:

By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities to minimize current and future tax liabilities. Tax preparation and planning form a winning combination for our successful individual and business clients. Our experienced staff will develop tax strategies that take advantage of new tax laws and legislation. We stay ahead of the curve ... you benefit!

Business Tax Return Preparation:

Our team of professionals are ready to give your business the edge it needs when tax time comes up. Also, we provide taxation expertise and knowledge all year long so your business can proactive rather than reactive. Successful businesses plan and adapt ... tax strategies are no different.

Estate Planning / Estate and Trust Tax Preparation:

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. Particularly for business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of organizing your financial affairs. 


Have A Question?

Thank you! Oops!

Recommended Content

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?