Tax Planning and Preparation

We are your experienced tax strategists

Death and taxes are two guarantees in life, and while paying taxes is necessary, it is a high priority for both businesses and individuals is to avoid paying more taxes than required. The best way to avoid overpaying is through a comprehensive tax planning process. Whether you’re a business or an individual, our experienced tax advisors work with you throughout the year to develop a customized tax plan with tax-saving strategies that are tailored to your unique situation. We provide personal, one-on-one service and guidance—and offer answers to your important tax-related questions in language you understand.

We are diligent about remaining up-to-date on the changing tax laws at the state and federal level, and our team is committed to examining all the tax-saving opportunities available to you. We will maximize deductions and minimize your tax burden—while remaining in full compliance with both state and federal (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.

To learn more about our extensive list of services, please contact us for a quote, customer testimonials, or with any questions you may have about your specific tax and business accounting needs.

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Phone: 614.854.9000 • Fax: 614.854.9086