Overview
Tax is not a once-a-year event. It is a year-round strategy. We proactively manage your liability so there are no surprises on April 15th.
Core Capabilities
Individual Tax Preparation
We handle complex individual returns, ensuring every deduction and credit is utilized. From investment income to rental properties, we ensure accuracy and compliance.
Corporate (1120/1120S)
Whether you are a C-Corp or S-Corp, we manage your federal and state filings. We focus on minimizing corporate tax liability while maintaining strict compliance with IRS regulations.
Partnership (1065)
Partnership taxation can be intricate. We prepare accurate K-1s for all partners and advise on basis issues, allocations, and multi-state filing requirements.
Multi-State Nexus Filing
Doing business across state lines triggers complex obligations. We determine your nexus footprint and handle filings in every jurisdiction where you operate.
Strategic Value
Quarterly Estimates
Avoid underpayment penalties and cash flow shocks. We calculate precise quarterly estimated payments based on your real-time financial performance.
R&D Tax Credits
Innovation should be rewarded. We identify qualifying research activities and calculate credits that can significantly reduce your tax bill, often freeing up capital for reinvestment.
Cost Segregation
For commercial property owners, we accelerate depreciation deductions. This strategy can front-load tax savings, improving cash flow in the early years of ownership.
IRS Representation
If the IRS comes knocking, we stand between you and them. We handle audits, notices, and correspondence, protecting your rights and resolving issues efficiently.
Common Questions
Frequently Asked Questions
When is the best time to start tax planning?
Ideally, before the year ends. We recommend a mid-year check-in and a year-end planning session to ensure all strategies are implemented before December 31st.
Do you handle multi-state tax returns?
Yes. We specialize in multi-state nexus issues and can file returns in all 50 states.
What if I get audited?
We provide full IRS representation. We will communicate with the IRS on your behalf and handle all correspondence.
Ready to optimize your tax strategy?
Let's discuss how we can minimize your liability and maximize your financial potential.
Schedule a Consultation