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.

Read More

News & Insights

News and insights


Washington CPA Chris Falco Educates Taxpayers About Tax Cuts and Jobs Act

CPA Chris Falco of the Washington accounting firm Falco Sult, lists the top three tips about changes to itemized deductions following the new Tax Cuts and Jobs…

Read More >

Our Client Portal Makes Sending Tax Information Easy!

The final tax deadlines of the year are approaching. If you still need to send tax information to us, we encourage you to use our secure, online…

Read More >

More News

Upcoming Deadlines

Upcoming deadlines


September

17

Partnerships If a 6-month tax extension was requested/obtained, file a tax return (Form 1065) and pay any tax due by this date. Provide each partner with a…

Read More >

October

1

Trust/Estates If you requested/obtained a 5 1/2-month tax extension, file your income tax return (Form 1041) and pay any tax due by this date.

Read More >

More Deadlines

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