Tax Preparation Services

Our team of tax professionals is dedicated to helping you Keep More of What You Earn! Tax preparation services is a vital phase in achieving this goal for our clients. During this appointment, we work with you to find tax savings and provide the added value of continuing to refine the strategy customized for your circumstances.

The Tax Preparation Services process consists of a one-to-one meeting with one of our senior tax professionals. During that meeting we focus on your current year tax materials and work together to ensure that all necessary documents and statements needed are available to prepare the returns. Upon receipt, the returns go through a rigorous five-step process in our quality control system.

We concentrate on the details to provide assured compliance with the current tax code and to evaluate opportunities to Keep More of What You Earn!

We prepare all US federal, state and local returns for the following types of taxpayers:

  • Individuals
  • Corporations (all types)
  • Limited Liability Companies
  • Partnerships
  • Trusts and Estates
  • Tax-Exempt Organizations
  • Foreign Bank Account Reporting (FBAR) and Foreign Account Tax Compliance Act (FATCA)

Call us today to Keep More of What You Earn!