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Tax

Our Tax Services

Helping our clients minimize risks and maximize savings

Tax laws and forms change continuously and can be complicated.  Preparing your own tax return can be frustrating, confusing, and costly overlooking money-saving deductions and credits.  Our tax professionals are committed to keeping up with changes to the tax laws to help minimize your tax liability and maximize your savings.

 

We electronically file your Federal and State Tax Returns and can also assist you with your 1099s and Use and Sales Tax preparation and reporting.    

Our Focus Areas:

  • Individuals  

  • Sole Proprietors

  • Limited Liability Companies (LLCs)

  • S-Corporation

  • C-Corporation

  • Partnerships

  • Nonprofit Organizations

  • 1099 preparation and reporting

  • Use and Sales Tax preparation

For our existing clients

If you are an existing client, log onto your client portal account to upload and complete your tax documents.  

For new clients, see how to get started below

Ready to move forward

Step 1 - Complete the New Tax Client Intake Form (click on the form icon)

           

Step 2 - Upload tax documents and meet with Tax Professional

Step 3 - E-sign and make payment

 

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Contact our Tax Department