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

Chris Falco Discusses the Effects of New 2018 Tax Laws on Individual Taxpayers

You can listen to this article here. The Tax Cuts and Jobs Act that went into effect on January 1st is the most comprehensive tax change since…

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Chris Falco Lists the Top Three Tips on How the New Tax Law Will Affect Businesses in 2018

On December 22, 2017, the president signed into law the Tax Cuts and Jobs Act (H.R.1). “This major tax bill is essentially the most comprehensive overhaul of…

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Upcoming Deadlines

Upcoming deadlines



Original deadline for partnerships (Form 1065) and S Corporations (Form 1120S)

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Original deadline for calendar year-end C Corporations (Form 1120), Trusts (Form 1041) and individuals (Form 1040).

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More Deadlines

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