We meet one-on-one with each client, review their existing methods and business operations, and then offer viable possibilities to ensure the best results. Our thinking outside the box provides alternative approaches that benefit our client’s bottom line.

This full-service process determines the value of a business in order to enable buying, selling, and estate planning.

A complete analysis of an individual client’s current and future financial status is conducted in order to minimize taxes. We arrange a meeting where we thoroughly discuss and determine additional deductions that might otherwise slip through the cracks.

This involves the actual preparation of returns – based upon information analysis and in-depth discussions – to ultimately reduce overall tax payment.

We review documentation in order to support all declared deductions. The ultimate goal:  We alone handle the IRS audit on behalf of our tax-paying client.