Income Tax Preparation and Planning

TaxImage6We are a full-service tax office. If anytime during the year, you have a tax question or concern, call us. We are here to assist you. It is part of our service to provide you tax peace of mind. In fact, we suggest meeting in June or July for a mid-year tax review and planning session. This is one of the best ways you can prepare for next tax season. Our goal is to be your tax & financial professional for many years to come, not just this year. That’s why our associates are trained to provide every tax & related services you’ll need, now, or in the future.

Income Tax Planning & Preparation Services:

  • Individual Income Tax Preparation
  • Small Business Tax Return Preparation
  • Partnership Tax Return Preparation
  • Corporate Tax Return Preparation
  • Estate Tax Return Preparation
  • Gift Tax Return Preparation
  • Not for Profit Business Tax Return Preparation
  • U.N. Employee Tax Return Preparation
  • Ex-Patriot Tax Return Preparation
  • Tax Identification Number Application Preparation
  • Non-Resident Tax Return Preparation
  • State Tax Return Preparation (all applicable U.S. states)
  • Remote Tax Preparation Services Via SKYPE™ Video Conference
  • Corporation & LLC Setup/Dissolution 
  • And More!


  • Prior Year Tax Return Preparation
  • Amended Return Preparation
  • Delinquent Return Preparation
  • Bookkeeping
  • Free Review of outside and self prepared returns


  • FREE Electronic Filing
  • Direct Deposit & Direct Debit
  • Federal Refund Anticipation Checks (processed in 8-15 business days)*
  • State Refund Anticipation Checks (processing time varies by State)*

Contact us to learn more

*Individual Income Tax Returns Only.  Processing time is an average estimate and is dependent upon many variables.