ACCOUNTING ASSISTANCE

Preparing your own income tax return can be a task that leaves you with more questions than answers. We can help. Our expert staff uses computer software to check and recheck your tax return, identifying potential problems the IRS may look at more closely. Your tax return can be filed electronically so you will get a refund back quicker. Our staff will show you how to adjust your payroll withholding to get more money back each week. We will show you potential deductions to limit your tax liability for next year.

IRS AUDIT

There are many reasons why individuals and businesses get audited. Even though it may not be a major issue, receiving an IRS audit letter in the mail can be a very stressful occurrence. Many taxpayers decide to handle tax audits themselves, but audits take significant time away from your family and your life. Rarely do our clients even have to talk with the IRS. We handle it all for you so that you don’t have to take time away from your business or family to handle the bureaucracy and paperwork of the IRS. You simply forward the notification of an audit to us and we then will facilitate the entire process for you.

TAX PLANNING & COMPLIANCE

Our primary goal for individuals is the same as it is for our business clients — maximize tax savings! When doing a client’s personal tax planning, we explore a full list of savings opportunities; this includes evaluating retirement contributions, distributions and investment income. Each individual gets our full attention and effort in helping to improve his/her specific tax situation. Throughout the year, we work closely with our clients to perform quarterly forecasts so that we are better prepared and informed to help each client achieve the greatest level of success.