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Enhancing our business community

by partnering in your success

Tax Planning & Preparation

We have extensive tax advisory experience serving businesses of all types, individuals, and estates and trusts. We understand how a heavy tax burden can negatively impact your business and personal finances. Our tax specialists work closely with you to help you take advantage of tax saving opportunities that preserve your bottom line and personal wealth.

Services:

  • Tax planning and forecasting—We analyze your individual and business situation to achieve your lowest effective tax rate. We recognize the importance of planning for your long-term future and the future of your beneficiaries. We can also assist with business succession planning.
  • Tax return preparation—We provide timely, accurate services for individuals, sole proprietorships, businesses, partnerships and corporations.
  • IRS representation—We are licensed to practice before the Internal Revenue Service and state and local taxing authorities.

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