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.
QuickBooks can help your optometry practice save time and work smarter by making bookkeeping and report generation easy.
Consider outsourcing your bookkeeping, payroll, or tax tasks to improve your practice’s efficiency and keep your employees happy.
It’s back-to-school season, and that typically means buying a lot of stuff to prepare kids for the start of a new academic year. While 2020 may look a bit differently (some schools may enact online learning and/or hybrid models), kids will still need a few essentials—from backpacks to electronics. Here are a few tips to keep your back-to-school shopping within your budget.