Stop Overpaying in Taxes. Start Building Your Wealth.
Our proactive tax services go beyond simple filing. We build a year-round strategy to legally minimize your tax burden and keep more of your hard-earned money.
Expert preparation for individuals and families, especially those with complex financial situations like investments, property ownership, or high income. We ensure accuracy and identify every deduction you’re entitled to.
Form 1040 preparation and e-filing
Capital gains, investments, and rental property
Maximizing credits and deductions
Business Tax
Comprehensive tax preparation and compliance for corporations, S-corporations, partnerships, and LLCs. We keep you compliant while leveraging the tax code to support your business’s financial health and growth.
Corporate & Partnership tax returns
State and local tax (SALT) compliance
Strategic deduction and credit analysis
Tax Strategy and Planning
This is where real savings are found. We work with you year-round to develop a forward-looking tax plan that anticipates changes, manages liability, and aligns with your long-term financial goals.
Proactive, year-round strategic guidance
Entity structure optimization for tax efficiency
Retirement and succession planning
Tax Advisory
Get expert guidance before you make major financial decisions. We provide advisory on the tax implications of mergers, acquisitions, real estate transactions, and significant investments.
Guidance on major transactions
Estate and trust planning advisory
Ongoing access to high-level expertise
Tax Resolutions
Facing an IRS notice, audit, or back taxes can be stressful. We represent you before tax authorities, navigating the process to resolve issues and negotiate the best possible outcome on your behalf.
IRS and state audit representation
Offer in Compromise and installment agreements
Penalty abatement and lien/levy assistance
International Taxation
For businesses with foreign operations or individuals working abroad, we provide specialized guidance on complex cross-border tax issues to ensure compliance and efficiency.
U.S. tax compliance for foreign businesses
Expat tax services and FBAR filing
Tax treaty analysis and foreign tax credits
It's Time for a Smarter Tax Strategy
Stop leaving money on the table. Schedule a complimentary consultation to discover how our proactive approach to tax can benefit you or your business.
