Income Tax Planning and Preparation
Quoting noted financial author Robert Kiyosaki, “It’s not how much you make, but how much you keep”. Effective income tax management is not a once a year event. It’s a continual process. Our methodology integrates ongoing tax planning with timely and accurate financial data from the accounting system. This gives us time throughout the year to help you legally minimize the amount of income tax you pay.
Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.
Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.
Estate & Trust Tax Preparation
Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.