Taxes are the cost of success. The more successful you are, the more taxes you pay.

Planning Strategies

However, you can minimize the governments' share in your success through careful planning. Tax planning is a process of timing and formulating transactions so as to reduce the amount of taxes paid. Planning involves using transactions over which you have control to minimize taxes. It also involves effective planning of investment strategies so as to reduce taxes and maximize the after tax rate of return.

We advocate generating as much income as possible first. Then, if there are opportunities to reduce the tax burden on that income through the timing of transactions or proper investment strategies, we recommend those strategies with the least risk.

Preparation Services

Tax preparation is a result that comes from the planning process. It is a matter of completing the planning process and analyzing the results.

We utilize the best software to prepare tax returns. We are capable of preparing tax returns of the highest complexity. We can file state income tax returns for all 50 states.

Electronic Filing

We prepare all qualified returns for filing electronically. We are capable of filing electronically in all states.


We utilize a web based tax information gathering system called E-Organizer. Customers can access their own personalized tax organizer through our Web site from which we can produce their federal and state income tax returns efficiently and cost effectively. We even offer a 5% discount for utilizing E-Organizer.

Business Tax Services

  • Corporate Income Taxes
  • Partnership and LLC
  • Business startup and registration
  • Payroll and sales taxes
  • Business personal property taxes

Personal Tax Services

  • Individual Income taxes
  • Tax planning
  • Financial planning
  • Estate planning
  • Estate and Trust taxes

Note: We have also formed alliances with providers of financial service and insurance products to further add value to our clients. Call today to obtain a free evaluation or quote.

Top of Page