Mitigating your tax burden is always a core goal. This is best achieved through comprehensive tax planning. Whether you’re a sole proprietor or operate a multi-tiered corporation or partnership, we pledge to provide you with quality, up-to-date tax return preparation and advice. Our experienced tax specialists excel at tax planning and preparation for individuals and businesses.
Our dedication to you doesn't stop after April 15. We work with you throughout the year to develop a highly personalized plan with tax-saving strategies that are tailored to your unique circumstances. We are diligent about keeping current on the changing tax laws that affect you, and we are committed to examining all the tax-saving opportunities available to you. We will minimize your tax liabilities and maximize your future opportunities—while remaining in full compliance with IRS statutes.
To make the tax process as convenient and pain-free as possible, we provide you with a secure portal on our website where tax documents can be reviewed and electronically housed. You have 24/7 access to all your financial information via the internet, and you can track the status of your e-filed return.
|Preparation & Planning|
|Tax preparation of all federal and state forms including electronic filing||✓||✓||✓|
|Annual tax plan||✓||✓|
|Annual tax strategy meeting||✓|
|Estimated payment reminders||✓||✓||✓|
|Due Date Monitoring||✓||✓||✓|
|Email support response time||72 hours or less||48 hours or less||24 hours or less|
|Phone or video consultation||Up to 30 min per year||Up to 2 hours per year||Up to 4 hours per year|
|Secure electronic access to client records||✓||✓||✓|
BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.
With more of us likely staying close to home this summer, why not plan to either start a healthy and regular workout schedule or enhance your current routine? It’s never too late in the year to get your healthy on, so we’ve compiled a short list of tips to get you moving.
Summer is typically the time people start planning vacations—Disney World…cruises…the beach. This year, however, travel may not be in the cards. But that doesn’t mean you have to sacrifice down time and fun with the family. Make this the year you plan a fantastic staycation! Here are some tips to make sure you can kick back, relax and have a memorable time with a vacation at home.
The fact is that many of us are now working from home…and we’re not sure just how long this will be a necessity. With this in mind, we compiled a list of best practices to support a successful and secure work-from-home operation.