Individuals

We Help Make Life a Bit Less Stressful

Tax planning can be stressful. Our skilled tax professionals help you to plan year to year, as well as for the future.

Prepared for the Present and Confident in the Future

As an individual, there’s a level of comfort that comes from being prepared for each day, as well as for the future. Our team of tax professionals will help you to plan and complete your annual tax returns, so you will never have to worry about complications with the IRS.

• Estates and Trusts
Our firm helps you, and your loved ones, plan for that inevitable time when you are no longer around. We’ll help you ensure that there are no surprises or complications left to burden your family. Our goal is to make sure that your estate is structured in a way for both clarity and favorable tax treatment.

• Tax Planning
Our tax professionals will meet with you early each year to develop a personalized plan that will reduce your individual tax liability and allocate more money into your retirement funds.

• Tax Preparation
We will help you prepare your taxes in a timely manner to avoid any late filing fees or IRS issues. Your tax returns will be completed accurately, taking into consideration the latest federal and state tax laws and provisions that could potentially save you money.

Our Services

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We Are A Small Business, Helping Others Like Us

We started out just the same as our clients businesses, from the vision of a dedicated entrepreneur. In being a small business, we understand the difficulties our clients face with managing and balancing the various responsibilities in operating a business. Our firm promises to help ease your stress by: accurately maintaining your monthly finances, completing your payroll, and properly manage your business taxes. Our team of professionals are also available to provide expert advice and guidance to help your business achieve lasting success and growth.

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Latest News

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Small Business Owners Being Urged By IRS To Learn About Tax Reform Changes

Tax season is right around the corner, small business owners are being urged by the IRS to learn about the changes in the tax reforms that could affect them. These changes could mean up to a 20 percent deduction for qualified pass-through entities.

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Small Businesses Still In Need When Competing With Large Businesses

Small businesses are fairing much better with record low unemployment and confidence for small business owners continuing to grow. However, they are still at a disadvantage when competing with larger businesses and a new show called "Deluxe" is picking six businesses per season to give make-overs.

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Amazon Raising Of Wages Could Affect Small Businesses

Amazon is raising their minimum wage to $15 an hour, but now they are looking to fight to raise the federal minimum wage to $15 an hour. Many are becoming worried that Amazon raising their minimum wage can cause their competition out of business, especially local small businesses.

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