OUR SERVICES

Tax Planning

An introductory exploration session will aide in building a personalized tax plan.

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Guidance through implementation and maintenance of the tax plan will assist in ensuring the tax savings opportunities are properly documented and savings are realized. 

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Tax Preparation

Our tax preparation services include:

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Individual Tax Returns

Partnership Tax Returns

Corporate Tax Returns

Not-for-profit Tax Returns

Trust & Estate Tax Returns

Out-of-State Tax Returns

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Individual Consultation

We provide tax consultations in many areas, including:

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Business Entity Selection

Purchase/Sale of a business

Divorce

Estate Planning

Retirement Planning