Tax Preparation

Tax reporting is a reality for anyone earning a dollar. With the ever changing laws and regulations, our goal is to help make tax compliance less stressful and intimidating and focus on opportunities to financially position you, your business and your family for maximum savings.

We offer federal and state income tax preparation services for individuals, businesses and tax exempt organizations. Our tax compliance service will also handle the need to calculate any quarterly estimates.

We offer assistance with sales tax compliance, from handling filings to helping assist with a tax engine implementation and state registrations.

As apart of our tax offerings, we can assist in other miscellaneous tax filings such as property tax filings and 1099 reporting.

Virtual Tax Services - How does that work?

Our tax services can be set up to be contactless so we can accommodate you where ever you might be located. It starts with a series of cloud based tools such as an email introduction, or a Zoom chat. If you’re interested in becoming a client we will set you up in our online client portal where we can securely exchange and store all the documents needed for your tax preparation. It can be as simple as taking a picture of your W2 and uploading it to your personal portal via your cell phone. As long as you’re a client you will have access to all your tax returns and supporting documents in your cloud based portal. When your return is complete we can set up a meeting to finalize any questions you may have about the current or upcoming tax years and review any possible tax saving strategies. Ultimately, we are here to get you through your tax compliance as efficiently as possible while providing you all the services and support you might need.