Our licensed team will complete, check, and re-check your returns before electronically filing them. During the preparation of the returns, our professional will evaluate potential income exclusions, expense vs. capitalize considerations, deductions, credits, and pre-filing actions that may be utilized to minimize your tax liability.

Minimizing tax liability is best achieved through thorough and detailed planning. Our team will work rigorously to identify opportunities for tax reductions related to current income, investments, retirement, gifts, and more. Additionally, we will explore avenues for income or expense deferral to best suit your needs.

While you focus on expanding or maintaining your business, let us focus on your books. We'll reconcile your bank account, maintain an accurate general ledger, and provide monthly or quarterly income statements and balance sheets. As our partnership evolves, we'll also provide you with trend analysis and insights into possible income-generating or cost-cutting actions that may be undertaken. 

Wondering if a specific equity security might be a good investment? Trying to decide which mutual fund or exchange-traded fund (ETF) to park your money in? Hoping for an independent review of your investment portfolio? We can answer all of these questions and more! 

Committing resources to enter a new--or expand within a current--industry is a significant decision. To ensure you are playing with a full deck, our team is available to perform market research, conduct a SWOT analysis, evaluate key metrics, and much more. Our findings will be detailed in an extensive report and provided only to you. 

Whether you need help with the purchase or sale of property, or guidance on retirement plan implementation, our team is here to assist with your ad-hoc requests.