Individual Tax

Navigating tax regulations has never been more complicated. You need sophisticated tax advice from professional CPAs who are accessible and committed to helping you achieve your financial goals. Our seasoned tax professionals help minimize your tax liability, while keeping you in compliance with ever changing tax laws. We work closely with you to develop a tax plan that is customized to best suit your needs.

 

Tax Services

 

  • Preparation of quarterly tax projections and estimated tax payments

  • Representation and management of tax audits

  • Sophisticated tax planning and minimization strategies

  • Tax research

  • Tax return preparation for individuals, trusts, estates and all family related entities

 

Accounting Services 

 

  • Bookkeeping services

  • QuickBooks installation and guidance

  • Assistance using accounting software

  • Family corporation, partnership and trust accounting

  • Fiduciary accounting 

  • Personal financial statement preparation

 

We are accessible and committed to helping you achieve your financial goals. Contact us TODAY to discuss your Individual Tax needs.

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