Expert Individual Income Tax preparation and planning. We simplify the complex, ensuring peace of mind for you.
Anyone may so arrange his affairs that his taxes shall be as low as possible; he is not bound to choose that pattern which will best pay the Treasury; there is not even a patriotic duty to increase one's taxes.
Judge Learned Hand, in Gregory v. Helvering
- What We Do
From federal to local, single state or multi-state, we do it all.
Saving you money with proactive advice on how to minimize your tax liabilities
We’re not just a tax time check-in. As your tax partner, we offer experienced support for resolving a variety of scenarios.
- Our Process
A Trusted Partnership
Consult & Find Deductions
We want to stay updated on changes in your life that affect your taxes and look for new ways to minimize your tax liability. When the tax code changes, we’ll also look for new deductions that benefit you.
Prepare & File Returns
On time and accurate, every time. We ensure your returns are accurate and filed on time. We use e-filing so nothing gets lost in the mail and your refund arrives faster. No one likes paying taxes, we just make it less painful for you.
Support & Tax Optimization
We don’t just file your returns at tax time and disappear – we’re your tax expert and partner throughout the year. We’re here for your questions on tax, compliance, bookkeeping, and valuation. Plus we’ll offer you specific actions you can take throughout the year to optimize your tax situation.
- Who We Serve
<span data-metadata=""><span data-buffer="">Personalized Tax Solutions
We have expertise in handling complex tax scenarios that go beyond standard returns.
SELF EMPLOYMENT
Maximize deductions for home offices and business expenses
Assist with quarterly estimated tax payments
Navigate the complexities of 1099 income
International Tax
Assistance with foreign income reporting
FBAR (Foreign Bank Account Report) filing
Expatriate tax services and treaty benefits
Investment Properties
Optimize reporting for capital gains and losses
Guidance on passive activity rules
Strategies for depreciation and cost segregation
Retirement Planning
Optimize reporting for capital gains and losses
Guidance on passive activity rules
Strategies for depreciation and cost segregation