what we do
Tax Advisory Services
We understand that staying compliant with your tax responsibilities can be the most challenging part of running your business. This is why our taxation services are catered to small business owners in a way that makes this a much easier task to get accomplished each year. Simply provide us with your tax documentation and we do the rest.
Each year our firm stays abreast of the ever-changing tax laws so that we can prepare accurate business and individual tax returns, as well as provide you with a tax strategy that gets you ahead of the game the following year.
We perform the following services and more to resolve tax issues for our clients:
- Catch up years of outstanding tax returns due
- Help resolve tax debt either through installment plan agreements or offer in compromises
- Respond to IRS notices
- Provide representation for tax audits
- Perform mid-year and pre-year end tax analysis to help minimize your overall tax liability
- Provide guidance on sales tax issues, as well as prepare sales tax returns
- Perform tax research for more complex tax issues and questions
- Advise and prepare returns for those who may be married to a non-resident alien and not aware of all of their options available to minimize their tax liability
- Provide guidance that allows taxpayers to take advantage of tax deductions and credits that are available
If you are experiencing any of the tax issues outlined above or simply want to keep on top of your tax situation, meet with us immediately.
Please bring the following items along so that we can have as much information available to us at the time of our meeting:
- Any tax correspondences
- Most recently filed income tax return for you and your business, if applicable
- Tax documents for outstanding year(s) that need to be prepared
Not sure what documents to gather for tax preparation?
Use our Tax Organizer Booklet to assist you in gathering all the necessary information we'll need to prepare the most accurate return for you. Filing complete returns helps you avoid unwelcome tax liabilities that arise when you forget to include information on your return.
Download our Tax OrganizerNot ready to file yet and need an extension?
We understand life gets hectic and often times you just can't beat the tax deadline! Click the button below to request an extension.
Individual Extension RequestFile an extension for your business
Whether you're operating your business as a partnership, C-Corporation, or as an S-Corporation, we can help you avoid late filing penalties by filing a tax extension on behalf of your company. Click the button below to request an extension for your business!
Business Extension RequestAvoid unpleasant tax surprises at tax time. Request a Mid-Year Tax Analysis!
We offer our mid-year tax review in June where we estimate your tax liability for the current tax year and provide tax strategies you can implement for the rest of the year to optimize your tax situation. Request your mid-year tax analysis today.
Request Mid-Year Tax ReviewTax Planning in the Last Stretch of the Year!
September-October is the time we perform our pre-yearend tax reviews for individuals and businesses. If you are interested in implementing some last minute tax strategies request your pre-yearend analysis below.
Request Pre-Yearend Tax ReviewGet help resolving your tax debt!
Stop ignoring your tax problems and get help resolving them once and for all. No matter how much you owe or how long you've taken to resolve them, you have options. Let us help you determine the best way to get rid of your tax debt and ease your stress.
Get Tax HelpReady to File Your Taxes? Download our Tax Preparation Checklist to get started.
From gathering all necessary documents to maximizing deductions and credits, our comprehensive tax preparation checklist will guide you seamlessly through each step of our efficient and thorough process. Let us take the stress out of tax season and ensure you get the maximum refund possible.
Download our Checklist