Tax Preparation & Planning

Keep your business ready for tax time year round with proactive tax planning and stress-free preparation and compliance.

When it comes to taxes, our goal is to help you maximize your deductions so that you can save the most money possible. We stay up to date on the latest tax laws and will proactively look for any savings opportunities.

Tax Preparation Services

We prepare the following federal and state tax returns:

Tax Planning

Your business success depends on how well you’re able to plan for taxes. Tax planning goes beyond tax compliance and involves proactively recommending strategies that will minimize after-tax income.

For instance, tax planning strategies can help you defer some of your current year’s tax liability to a future one, thereby freeing up cash for investment or personal use. This is accomplished by timing when certain expenses are paid and controlling how income gets recognized. It also allows you to take advantage of various tax brackets at various stages of your business and life.

Planning strategies may include, but are not limited to, the following:

Prepaying Expenses

Accelerating Income

Harvesting Capital Loss

Retirement Plan Contribution

Business Entity Options

Every business owner’s situation is different, so your plan will be customized to your tax situation.

Other Services

Check out these additional service package options.

Virtual CFO

We use a profit focus to advise your company's growth. This includes cash flow management, forecasting, budgeting, and financial strategy.

Outsourced Accounting

We are your accounting department. Services include bank reconciliations, monthly financial statements, bill pay, and payroll administration.