Our firm takes great pride in providing our clients with high-quality technical expertise packaged with the personal attention required to help you meet your financial goals.
Whether it is tax planning, tax return preparation, financial reporting services, IRS & state audit representation, or any of the services we offer, our access to the most current regulatory developments, investment in the latest technologies, and dedication to superior customer service provide the foundation for a successful partnership with each of our clients.Protecting your personal assets has never been more important.
Whether it is tax planning, tax return preparation, financial reporting services, IRS & state audit representation, or any of the services we offer, our access to the most current regulatory developments, investment in the latest technologies, and dedication to superior customer service provide the foundation for a successful partnership with each of our clients.Protecting your personal assets has never been more important.
Services
Preparing your own income tax return can be a task that leaves you with more questions than answers. According to a study released by the US Government's General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer. Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing.
Are you involved in a dispute with the IRS or another taxing authority and not sure how to proceed? Perhaps you have received an audit letter and are concerned about formulating an appropriate response. Or maybe you failed to file your tax returns and are struggling with the burden of back taxes, interest, and penalites owed.
Whether you wish to save enough for a comfortable retirement, pay for your child's college education, protect your family in case you become disabled, leave a legacy for your heirs, or whether you are motivated by other financial needs, we can help identify strategies to preserve and grow your wealth and help you get where you want to go.
Thoughts of estate planning often bring more questions than answers: Could an heir be too young to inherit? Should the inheritance be given at a certain age? Is the intended beneficiary in a shaky marriage with divorce as a possibility? Are there children from a previous marriage? Should inheritance be protected from potential creditors of the heir?
As your cherished family member gets older, they may need some help with their day-to-day financial tasks. Ordinarily simple tasks such as balancing a checkbook and paying household bills become increasingly difficult for the elderly. You could take care of their day-to-day financial tasks yourself, if you have the time and live close.
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