Tax Planning & Education
  • Inform clients of various tax savings strategies
  • Educate business and individual clients on the deductibility of various expenses
  • Prepare tax projections during the year to eliminate April 15th surprises
  • Help clients assess what exemptions to claim on their W-4 Forms to balance end of year refunds with weekly take home pay
Tax Returns
  • Preparation of returns and review of past year returns for accuracy and prepare amended returns if needed.
    • Individual
    • Partnership
    • Corporation
    • Gift
    • Trust