Tax Planning & Preparation


You can find income tax services virtually anywhere today. However, you often need more than just basic tax preparation services. Our approach to taxes follows our overall philosophy of providing a planning service rather than merely compliance assistance. We stress our proactive posture to enable you to preserve as much of your hard earned money as possible. We offer tax planning and preparation services covering a multitude of areas including; personal income, estate and gift trusts, corporate, partnership, limited liability company, cost segregation, sales, payroll and audit representation.

Tax Planning and Preparation

Our philosophy of client service is to provide comprehensive and custom-designed accounting, tax and financial advisory service to each client. Our success in developing and maintaining long-lasting relationships with our clients is the result of a "hands on" and "proactive" approach as CPAs and financial advisors. With each relationship we design a service program patterned to the individual needs of the particular client, taking into consideration the client's needs, our recommendations, and the related costs. The result can range from a basic program of tax compliance and record keeping to a very complex program including advisory and consulting services. Our clients are serviced by at least one partner and one professional staff member ensuring continuity, consistency and the access to service at all times.

Our ultimate goal is to provide service on a consistent basis to all clients at all times. We define quality client service as:

  • Proactive recommendations and suggestions of business and tax planning ideas.
  • Timely delivery of products--giving clients adequate time to inspect and review the product.
  • Preparation of accurate and reliable financial information.
  • Courteous and respectful interaction with clients.
  • Proactive communications with clients.
  • Defining and more importantly exceeding client expectations!