Tax planning & preparation

We work with you during the entire year to prepare you mentally and ensure there are no surprises. Know your tax position and take a proactive approach to managing your tax liability.

Proactive tax planning

• Periodic meetings with clients to determine estimated tax position before filing
• Guidance on proper tax deductions and explanation of law
• Review of previously filed returns to determine that all deductions were taken and tax saving scenarios

Tax return preparation and filing for individuals and businesses

• Pass-through entities such as LLCs & S-Corps
• Experienced with high net worth individual returns

Have you ever walked out of your tax preparer’s office wondering “why do I have to pay?” or “I didn’t owe this much last year?”

Chances are you and your accountant weren’t in touch much during the year, and they were just as surprised as you. Don’t wait until you’re meeting with your tax accountant after the year has closed.

Know your tax position and take a proactive approach to managing your tax liability.

Accounting

• Accounting books and records maintenance
• Financial statement preparation
• Accounting software setup and maintenance

The roles of an accountant and bookkeeper are often thought to be the same. A bookkeeper’s primary responsibilities include the day-to- day activities of a business such as data entry, reconciling accounts and preparing invoices. Accountants usually have a college degree in accounting or a business field. They provide oversight of the accounting work completed by the bookkeeper. Their role includes higher-level accounting activities such as recording journal entries, creating budgets, and preparing financial reports for management.