Tax Services

Income Tax Preparation

Business Tax Preparation Tax laws are extremely complicated and always changing, so much so that filing a relatively simple return can be confusing.

Even if you use a computer software program it is very easy to overlook deductions and credits to which you are entitled.  There’s no substitute for the assistance of an experienced tax professional.

We provide expert tax preparation for your personal and business returns.  We take pride in our professionalism, responsiveness and expertise in finding methods to legally reduce your tax debt.  Our clients expect nothing less and neither should you.

Call today and get an experienced tax professional working for you.
407-745-1223


Small Business Taxes

Income Tax Return – Payroll Tax – Sales Tax

As tax accountants we specialize in all the taxes that affect your small business: income tax, payroll tax, and sales tax.  We provide professional tax preparation and tax planning for business clients.

  • Our thorough understanding of small business issues means your taxes will always be prepared accurately and timely.
  • We guarantee prompt delivery of completed tax forms, so you won’t worry about meeting tax deadlines.

Seeing your tax preparer once a year is not enough.  We get to know our clients through personalized consultations and thoughtful tax planning that minimizes tax exposure and eliminates surprises.


Personal Tax Planning

Personal Tax PreparationThe tax laws are complicated and ever-changing.  We can help you prepare for the events in your life so that you can take advantage of all the tax benefits available to you.

We can provide you with tax planning strategies for:

Saving for College - 529 Plans, ESAs, Transfers to Children, IRAs, Life Insurance, Savings Bonds and Education Tax Credits

Marriage and Divorce - Married Filing Separate Tax Planning, Divorced or Separated Parents, and the Marriage Penalty

Home Ownership - Buying, Renting, Refinancing, Reverse Mortgages, Vacation Homes, and Like-Kind Exchanges

Job-Related Expenses - Commuting Expenses, Accountable Plans, Home Office Expenses, and Employee Business Expenses

Saving for Retirement - IRAs, SEPs, SIMPLE plans, Roth IRAs, Life Insurance, Safe Harbor and Solo 401(k) plans

Charitable Contributions - IRA Distributions, Charitable Remainder Trusts, and Volunteer Expenses

Estates and Trusts - Gifts, Wills, Incapacity, Irrevocable Life Insurance Trusts, Inheritance Taxes, and Credit Shelter Trusts

In partnership with you, we will determine your best overall tax strategy and provide you with the highest-quality tax preparation service.

If you are having problems with the IRS, we can represent you in tax resolution, collection issues, installment agreements, and offers in compromise.

Building Relationships with Personalized Service

Call for your complimentary consultation 407-745-1223