A tax return is the final result of the more important, tax planning process. What numbers are filed with the IRS can only be influenced before December 31 each year. That’s why we put the focus on the planning, not the preparation of tax returns. When’s the right time to call us? It’s BEFORE you make a major decision.

On the corporate side, leasing vs buying, purchasing new property or improving a building, investing in additional employees or equipment all impact your taxes. With the right planning, there may be a way for us to swing that effect from negative to positive.

For individuals the same principal applies. Let us know when your family is growing, your address is changing, or you want to make a gift to a charity.


  • Tax planning

  • Complex tax strategies

  • Tax preparation

  • IRS representation