Tax Strategy, Consulting and Preparation

We want our customers to feel peace of mind after our planning session. This is why our consultants take the time to understand your needs, goals, and capabilities. Based on this, we will create the road map to making strategic, tax savvy business decisions.

  • Our Tax Preparations Services include:

    • Form 1041 - Individual

    • Form 1065 Series – Partnership

    • Form 1120S Series – S Corporations

    • Form 1120 Series – Corporations

    • Form 1041 Series – Estates and Trusts (Fiduciary)

    • Form 990 Series – Exempt Organizations

    • Form 706 Series – Estate and Generation-Skipping Transfers

    • 709 Series

In addition, our specialist will assist you with adhering to Quarterly State and Federal Estimated, Income Payments and Payroll Tax Requirements.