Back to top

Tax Preparation & Planning

The best known and a respected service of a certified public accountant is that of tax advisor. Never in the history of our country has the burden of income tax and reporting requirements been so complex. Understandably, most individuals and business owners do not fully comprehend all of the rules and regulations that govern the way they do business and are taxed. Do you know enough about federal, state, and local tax laws to make sound financial, business and personal decisions? When it comes to taxes, are you positive you are not paying too much?.

It is surprisingly easy to get lost in this unfamiliar and increasingly complex area. Income tax planning requires a professional and our tax professionals can assist you in charting a smooth and easy course through today's tax laws. Due to our knowledge of complex tax provisions, and their susceptibility to constant change, we are the best and most reliable source for help in satisfying your tax obligations at the least possible cost. We are qualified to provide overall tax planning for the individual, partnership, corporation, estate or trust. Our professional staff is trained to provide answers to the many tax problems that you encounter from day to day.

Many tax return preparers consider the preparation of your returns as the ultimate goal and objective of their engagement. Although we know that tax returns must be filed, our firm considers the actual preparation of those filings as merely the finishing paperwork of a process that begins with our advising you of opportunities that may reduce your tax liability. We want to play a vital role in helping you plan your tax future.

We can also represent you in the event of controversies with state and federal tax agencies.

News

The RV Boom Is Over, But These Stocks Promise a Sweet Ride

Sales of recreational vehicles are way off their pandemic peak, but the industry won’t be in the breakdown lane for long....

Nvidia Is Still a 'Buy' on Wall Street

Analysts have raced to boost their price targets on the chip maker’s stock after the company’s market value gained $650 billion since October....

When Markets Melt Down, These Traders Cash In

Mark Spitznagel and Nassim Nicholas Taleb devised ways to reap huge profits from global chaos—and they expect a lot of chaos in the years ahead....

Dollar General: No Longer Downturn-Proof

Pinched lower-income consumers are cutting back, and middle-class ones aren’t trading down enough....

Trian Co-Founder Steps Down, Peltz Reshuffles Top Ranks

Co-founder Ed Garden will focus on managing his personal investments as Trian promotes the next generation of leaders....

Stocks Rise, Led by Tech, as Investors Eye Debt-Ceiling Progress

Major U.S. indexes jumped on the first trading day of June as investors cheered progress toward a deal to avert a government default. ...

Traders Unfazed by Potential OPEC+ Production Cuts

Oil prices have slid to a critical level for Saudi Arabia, setting up a showdown between the cartel and speculators....

Robust Labor Market Poses Threat to Stocks' Rally

Investors are debating whether the jobs market’s resilience will prompt worrisomely tight Fed policy or is a sign that the economy can skirt a recession....

Tell Us About Your Trading Experience

Have you been trading or investing in the stock or options markets? We want to hear about it....

Apple Savings Account Customers Say It's Hard to Get Their Money Out

Some customers with Apple savings accounts, which are a partnership with Goldman Sachs, say it has taken weeks to withdraw money....