Tax Services

Proactive Tax Planning

Small business owners can be easily frustrated by the complex tax codes, from choosing the best business entity type to minimize taxes, to picking various types of double or triple tax-advantaged retirement plans. Meeting with a CPA once a year for tax filing is simple not enough to have a thorough plan for all tax-related matters.

We do not just file taxes for our clients after the year ends -we review their financial status and goals, and research and implement tax saving strategies throughout the year to ensure our clients minimize the tax liabilities and maximize the benefits of running their businesses.

Our Tax services are comprehensive and extensive.  We work with you to understand your needs and requirements in order to provide timely, accurate, and reliable tax planning and filing.  We provide the following tax services:

  • Tax Planning
  • Tax Filing
  • Mergers and Acquisitions Support