We know one of your top priorities is paying less tax. This is best achieved through comprehensive tax planning. Whether you are an individual or operate a multi-tiered corporation or partnership, we can accommodate your needs. Our tax planning service provides you with a dedicated expert who will work with you year-round to design a custom plan with tax-saving strategies that are tailored to your unique objectives.
We view our relationships with our clients as ongoing partnerships and deliver quality, up-to-date tax preparation and advice. We are diligent about keeping current on the changing tax laws that affect you, and are committed to examining all the tax-saving opportunities available to you. We also have deep expertise in international tax issues and can assist in solving international tax challenges. 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 offer our clients 24/7 access to all of their tax information via a secure portal on our web site. Login any time to review the documents electronically and track the progress of your e-filed return.
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.
As the end of the year approaches, we see more charitable solicitations arriving in our mailboxes and by e-mail. Since some charities sell their contributor lists to other organizations, frequent contributors may find themselves besieged by requests from charities with which they aren’t familiar.
Hosting a holiday party for your staff is one of the best ways to show them you care—while also creating some meaningful, team-driven memories. Follow our tips below for hosting a memorable soiree that doesn’t push your stress or your budget past your limit.
If you have retirement on your mind, the big question is this: Are you in a financial position to do so? While nothing replaces the advice of a seasoned advisor, you can take your first step to answering this question by applying a simple 5-step calculation.