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Tax Planning & Preparation

Tax Planning & Preparation Services

We provide practical solutions to business owners and individuals. Our strategies and recommendations are meant to find the best overall outcome to minimize tax consequences. Effective tax planning is the key to financial well-being.

Business Tax Services

  • Tax Compliance ( Forms 1065, 1120, 1120S )
  • Tax Planning & Consultation
  • Transaction Strategies
  • IRS, State & Local Tax Representation

Individual Tax Services

  • Income tax returns for individuals and trusts
  • Tax Planning & Consultation
  • IRS, State & Local Tax Representation

In three easy steps, our team can help you
find your path to a sustainable, profitable business
and more individual freedom.

 

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