The best tax strategy for you

Tax planning ensures tax efficiency.

Planning is critical to helping a client, because it eliminates the element of surprise and provides direction in times of economic uncertainty.  Through proper tax planning, for example, clients know what they can do before each year’s end to minimize their tax liability and avoid unpleasant surprises on their completed tax returns. 

Individual Tax Preparation
and Planning

Our tax preparation and planning services are a great value for you and your family.
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Business Tax Preparation and Planning

To be successful today as a business, thinking about taxes only during the tax season often is not the best option.
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Nonprofit Tax Preparation and Planning

Nonprofits organizations face a number of challenges today. Regulations are changing.
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Are you ready to experience financial freedom so you can focus more on what you love to do?

Our tax experts will get to know you and help you plan for the future based on your personal needs and business situation. We’re glad to discuss and recommend ways to reduce your tax burden and free up time and funds so you can pursue what you love to do. With our individual tax planning, here some ways that we can help you reduce your tax burden: 

Take full advantage of tax exemptions.
Maximize all possible deductions.
Make the best investment choices to minimize your tax liability.
Do year-end planning to time income and deductions for the best possible tax result.
Ensure that you have the best business designation to reduce your tax burden.
Individual Business Nonprofit Estate
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How can we help?

Let us know how we can help you with your tax preparation and planning needs.

Proactive planning. Personable service.

We believe that being proactive in your tax individual, business, or nonprofit tax planning produces the best possible outcome. 

Contact us for a free consultation call. 

Call: 877-691-6850

Answers to top tax questions about Coronavirus (COVID-19)

The response to COVID-19 includes a changes during this tax season announced by the Treasury Department. You probably have a number of questions. We’ve tried to list the most common questions below. If you have more questions or need more detailed answers, you may always reach out to us.

When is the new federal tax filing deadline?
The federal tax filing deadline has been extended to July 15, 2020. Refunds are expected to be processed on time by the IRS. If you are due a refund from the IRS, we encourage you to file now.
Will there be a penalty for paying any taxes due after April 15th?
This extension of your federal tax filing deadline to July 15th also covers any tax payments that may be due. 2020 estimated tax payments due on April 15th and June 15th are also deferred.
Will my state taxes also be deferred?
Most states are also deferring tax filings until the federal deadline of July 15th. But, some states have varying deadlines. You can get the latest on state tax deadlines and guidance here.
Am I eligible to receive financial help from the stimulus package?
The Coronavirus Aid, Relief and Economic Security Act (CARES) which is a $2 trillion stimulus package to provide financial relief to individuals, families and businesses was signed into law on March 27, 2020. The stimulus package includes funding to prop up industries but it also has a number of provisions to help ordinary Americans and small business owners struggling due to COVID-19. For information on how the stimulus package may benefit you and your small business, please click here.
What is the deadline for my IRA contributions?
The deadline for making contributions to your Individual Retirement Account (IRA) for 2019 has also been extended to July 15th. You can contribute a maximum of $6,000 to an IRA for 2019, plus an extra $1,000 if you are 50 or older.

If you are self-employed, you can contribute to a Simplified Employee Pension (SEP) IRA as much as the lesser of 25% of your net earnings or up to $56,000 for 2019 and your contributions may be tax-deductible as a business expense. You can contribute to your SEP IRA until the October 15th extended deadline.

For more information on your IRA contributions, please click here.
What if I can't file my 2019 tax return on July 15th?
If you are unable to file your tax return by the new July 15th deadline, you may ask for an extension to file until October 15th. However, if you owe taxes to the IRS you will still need to make those payments by July 15th.