Tax Planning & Preparation
Taxation Expertise and Knowledge throughout the Year

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use my experience and access to the most current developments in the tax laws to minimize both your current and future tax liabilities.

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are able to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide my individual and business clients with the taxation expertise and knowledge that they deserve throughout the year.

Whether you are starting up or are looking for a new firm for your existing business, we will help you to make the right choice. For the new business start-up we can explain differences and assist in choosing which type of entity is best for your needs. We can also assist in obtaining Federal Identification Number (FEIN), decide whether electing subchapter S status is more beneficial for your corporation, register your business entity with various state taxing agencies and others. For the existing businesses we can evaluate whether your current organizational setup is most beneficial from a tax perspective and identify areas for potential improvement.

Tax preparation services include the following:

Get a Free Consultation