We offer the following tax
services:
1. Tax compliance & problem solving
To assist individuals and small
businesses in all tax compliance matters including tax return preparation,
handling tax audits, answering tax notices and resolving your tax issues
efficiently.
2. Return
review services
We will review your past three
years’ tax returns for planning and refund opportunities. This process takes approximately an
hour. It can be very informational. The upside of a review usually overweighs its
costs.
3. Tax
Planning
We will discuss your financial
goals to map out the best tax strategies to meet your needs. We will also research, analyze and present
tax implications of your pending financial decisions.
Buying a house, starting a
business, setting up a retirement plan, contributing money to your 401(k) plan,
savings for your children’s education, adjusting your withholding, exercising
your stock options, selling your business and planning retirement may be common
issues but it never hurts to pick up the phone and give us a call before you make
a decision.
