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Tax Preparation  

• Preparation of both individual and business tax returns

• Collect financial information and file out tax forms correctly.

• File tax return with the IRS and state.

• Help client to know difference between tax deductions and tax credits

• Help client to determine whether to take the standard deduction vs. itemizing. 

• Help client know what tax records to keep. 

Tax Planning

• Help client analyze their finances from a tax perspective, with the purpose of ensuring maximum tax efficiency.

• Creating a smart strategy to lower your tax bill legally.

• Providing advice to clients on long-range strategies for reducing their taxes and future savings.

• Help client with tax strategies to shelter income or cut your tax bill.

Tax Audits Assistance

• Assist client when the IRS decides to examine your tax return.​

• Review by the IRS or state to confirm your tax return information is accurate.

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