Tax Planning & Preparation
Overview

Our Tax Planning & Preparation services are designed to develop long-lasting relationships with our clients. Our area is full of many capable tax preparers; however, preparation is only a small part of the true value CPAs provide.

We differentiate ourselves by not only considering your current preparation needs but also developing sound tax strategy for the future. Please contact us today to schedule a no-cost prior-year review and consultation.

Income Tax

Our planning and preparation process starts with an initial no-cost prior-year review and consultation. Combining our knowledge with your goals, we then develop a tax strategy for your future and prepare your current year returns.

Here is a list of income tax returns that we prepare:

Form 1040 – Individual Income Tax Return
Form 1065 – Partnership Income Tax Return
Form 1120 – Corporate Income Tax Return
Form 1120S – S. Corporation Income Tax Return
Form 1041 – Estate/Trust Income Tax Return

Estate/Gift Tax

While recent tax law changes have significantly increased the thresholds for taxable estates, we firmly believe that everyone should have an estate plan. There are many planning strategies available to help you protect your assets and to assist you in transitioning those assets to your family. We have developed a network of local professionals, including many attorneys and financial advisors, that can assist us during the creation of your estate plan.

If any filings are necessary, we can prepare the Form 706 – Estate Tax Return and/or the Form 709 – Gift Tax Return as required. We would love the opportunity to discuss your estate plan, please contact us today to schedule a consultation.

Contact Us
How Can We Help?

We'd love to hear from you! Would you like to schedule a no-cost prior-year review and consultation or just ask a few quick questions? Reach out to us via email, phone, or by filling out this contact form and we'll get back to you promptly!

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