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Tax Planning & Preparation

Experienced Tax Strategists Working for You

We know one of your top priorities is paying less in taxes. This is best achieved through comprehensive tax planning. Whether you’re an individual or corporation, we can accommodate your needs. We work with you throughout the year to develop a customized plan with tax-saving strategies that are tailored to your unique situation. Our personal, one-on-one service and expert tax return preparation and advice will give you peace of mind, knowing that your tax return is in capable hands.

We are diligent about remaining up-to-date on the changing tax laws and will examine all of the tax-saving opportunities available to you. We are committed to minimizing your tax liabilities and maximizing your future opportunities—while remaining in full compliance with IRS statutes.


IRS Representation

We also provide expert IRS representation services because we understand that few things evoke more fear than receiving a notice from the IRS. We act as your representative in front of state and federal agencies to help resolve your issue in a timely manner with as little stress as possible. Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide you through your situation with ease and expertise.


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

 

 Our Specialties

Craft Beverage Industry

Our professionals have accumulated years of experience serving the craft beverage industry—providing customized tax and accounting services to breweries, distilleries, wineries and meaderies. We can help with business plans, proformas, costing templates and...

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Daycare Centers

Our firm is committed to helping your daycare center achieve financial success, while giving you the freedom to focus on the things that matter most—the children under your care. Our skilled professionals have years of experience in...

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