Business Owners + Individuals

Tax Planning + Preparation

If life’s only two certainties are death and taxes, shouldn’t you have a trusted partner to help you prepare for both? In an increasingly complex tax environment, careful planning can have a significant impact on your personal finances. We strive to understand your personal objectives and consider every element of your financial picture to proactively develop the right strategies to keep the most money in your hands. And if you’re involved in an IRS audit we can go to bat as your personal representative. No matter what tax situation you face, our experienced staff can protect your interests, resolve any issue and help prepare you for the future.

Tax Planning: Structuring Income Can Yield Big Rewards

Expert tax knowledge can translate into big dollars for our clients.

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News & Insights

News and insights


New Business For Sale: Mobile Hydraulic Machinery Component Distributor Company Opportunity, Pacific Northwest

Exceptional premier supplier of hydraulic components that specializes in providing custom solutions is available for purchase. This is an established business positioned for continued growth in the…

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Succession Planning Tips to Ensure Your Company's Future

Chris Falco contributed to this article for Printing Impressions. Although the article is directed towards printing-related businesses, the advice is universal to business owners in any industry.…

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Upcoming Deadlines

Upcoming deadlines


June

15

Individuals If you are a U.S. citizen or resident alien living and working (or on military duty) outside the U.S. and Puerto Rico, file your 2016 income…

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September

15

Individuals If you are not paying your 2017 income tax through withholding (or you will not pay enough tax during the year that way), pay the third…

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More Deadlines

Reach out to us, we’ll take care of the rest