Income and Estate Tax Services

We offer a full range of tax planning, preparation and consulting services. Our professional staff of CPA's and CFP's have many years of business and life experience advising individuals, families, professionals and business owners on federal and state tax matters. 

 

Initial Consultation

We do not charge a fee for our initial consultation. This allows us to get to know you and you to know us to ensure there is a good fit. After this consultation we will be glad to give you a good faith cost estimate for the agreed upon services

Tax Planning

We continuously monitor and stay abreast of federal and state tax law changes so that we can properly advise you. We are also able to advise you when life changes occur such as; retirement, relocation to another state, starting a business, marriage, divorce or the loss of a loved one. 

Tax Preparation

Our professional staff prepares all federal and state tax returns, including returns for individuals, trusts, estates, professional firms, businesses and non-profit organizations. We also advise our clients on tax saving strategies to lower the tax burden.

 

IRS and State Representation

If your returns are audited or examined for compliance we can represent you before the IRS as well as the state.

Accounting Support for Professionals & Business Owners

We can provide accounting support or refer you to a competent bookkeeper for the more tedious tasks. This allows you to do what you do best ...serve your clients.

 

Retirement and Financial Planning

Our firm offers comprehensive retirement and financial planning services. We will work closely with you to prepare a comprehensive financial plan and help you pursue all your financial goals so you can live the life you imagine. As a Registered Representatives with Avantax Investment Servicessm and as an Investment Adviser Representatives with Avantax Advisory Servicessm we will help you select and implement a retirement plan, such as a IRA, Roth IRA, SEP IRA, 401K, Tax Deferred Annuity or Life Policy. that is suitable to your needs.