Tax & Compliance Service

Our team has decades of experience preparing tax returns of all kinds, including individual, partnership, corporate, estate, gift, non-profit, and exempt organizations. We treat each tax return as if it is our own, and ensure accuracy, efficiency and compliance with the tax code. We take a hands-on approach and will be proactive in your tax planning and filings to ensure that efficient tax strategies are employed and followed. Our tax experts stay up to date on the ever-changing tax laws and can help you make appropriate decisions.

Tax audits can be an unsettling experience for anyone. We aim to take the stress and pressure off of the client and advocate on your behalf. We have experience with the IRS and various state and local taxing agencies. Our team is devoted to defending our clients’ rights before the tax authorities and resolving any compliance issues that arise. Our skilled and knowledgeable CPAs will aggressively defend you with service, efficiency and professionalism.

We provide a wide range of services designed to provide you with timely financial information on a monthly, quarterly or annual basis. These services include general ledger management, financial statement preparation, cash management, budgeting and forecasting, fixed asset tracking and depreciation, and accounting system designs. We also provide audit, review, compilation, and attestation services for your company to ensure compliance with applicable laws, contracts, bank requirements, and financial reporting standards.

Tax planning is an important component of your overall financial plan. It involves several variables that include the timing of income, purchases, investments, sales, retirement assets, deductions and many other moving parts. We find that it is always better to formulate a plan ahead of time rather than approaching the topic after the fact. Let us analyze your financial situation in real-time and formulate a tax-efficient plan that is in alignment with your financial goals.