Tax Planning
Tax plaining can take many different directions, depending on your individual dreams and goals. We are here to help you with the process and provide individual attention.
- How do I get out of debt?
- How do I save for retirement?
- How do I save and buy my first house?
Tax Preparation
Tax preparation can be hard to navigate, we are here to assist you with your individual tax preparation needs.
- Individual Tax returns including the 1040 and supporting schedules.
- Individual trust (1041) and estate returns and gift tax considerations.
- Small business reported on your individual 1040 (schedule C)
Tax Resolution
Do you have past or present tax issues such as non-filed returns, notices from IRS or state agencies, we are here to guide you during this process.
- Do you need help with your previous year’s tax returns?
- Understanding the process of an IRS or State audit.
- Do you need us to negotiate a payment plan with a taxing authority?
