Tax Planning

Tax preparation isn't where you should start...Tax Planning is!  

  Sometimes, you need a plan to pay the least you legally can. Our tax planning service starts with a proactive look at all your income and expenses. As the tax deadline approaches you know you can count on us for a timely, accurate tax return. Our goal is to explore every legal deduction, credit, and strategy available before we file your return. 

Business Tax Analysis

We provide a short consultation using the information that you provide to perform a financial assessment of your business.  We will review your particular situation and let you know if you (or your current accountant) are missing out on valuable tax-saving opportunities, or making expensive tax mistakes.

Collection of information

We gather information about your company to analyze your finances, such as: payables, receivables, cash flow, growth goals, to help to formulate a plan to meet your specific business needs.

Tax Review

We will take a look at your prior tax returns (up to 3 years) to identify any opportunities or errors to recoup previous overpayments.