Our comprehensive tax services have you covered. We stay abreast of changes and nuances in the tax law so you don’t have to. We specialize in engaging with complex structures and unique situations, since there is no one-size-fits-all approach to tax planning and compliance.
Planning
Individual and Corporate Estimates
Estate Planning
Succession Planning
Specialty Transactions
Compliance
Federal Taxes
State Taxes
Tax Authority Representation
Partnership K-1s / K-2s / K-3s
We plan across our clients’ tax universe, so whether you be a business owner, high net worth individual, or manager of complex partnership entities, we can assist in developing optimal outcomes for you and those that are counting on you.
Our Tax Preparation Roadmap
Your tax year will be prepared following this general work flow.
Submit through Client Portal
Clients can securely upload any files, documents, or other support to us through this Portal.
Organizer & Prior Year Summary
We provide an interactive Client Organizer through our Portal, as well as a short form summary of your previous tax year for reference.
Follow Up Contact (Calls/Meetings)
Any outstanding requests or clarifications are handled through client follow ups by phone, email, and Portal request. We optionally meet with any client that prefer face-to-face review.
Draft Review & Final Filing
Your return will be prepared and a preliminary Client Copy will be sent to you for review. Once final, your return will be e-filed once proper authorizations are in hand.