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


Important Considerations for Shareholders of S Corporations Undergoing Significant Ownership Changes

Many business owners are not aware of elections available to existing S corporations with significant ownership changes occurring in a given tax year, specifically the Internal Revenue…

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New Schedules K-2 and K-3: Enhanced Reporting of Foreign Information

Schedules K-2 and K-3 will be a major change to partnership and S corporation reporting starting in 2021 and will be required for 2022 and future years.…

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More News

Upcoming Deadlines

Upcoming deadlines


September

15

Partnerships and S Corporations If a 6-month tax extension was requested/obtained, file a tax return by this date.

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October

15

Individuals If you requested/obtained a 6-month tax extension, file your income tax return (Form 1040, 1040A, or 1040EZ) and pay any tax due by this date. Corporations…

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More Deadlines

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