Tax Preparation

Preparing your own income tax return can be a task that leaves you with more questions than answers. According to a study released by the US Government's General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.

Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional.

Your tax return can be filed electronically so you will get a refund back quicker.
Our staff will show you how to adjust your payroll withholding to get more money back each week. Why give the IRS an interest free loan for up to 16 months.
We will show you potential deductions to limit your tax liability for next year. In addition, we will give you a sheet of commonly overlooked deductions to limit the following year's tax liability.

Our experience:

Individual Income Tax Preparation

Our staff has been preparing personal income tax for nearly thirty years. Our clients include Lloyds of London agents, UN officials, individuals with large personal wealth, as well as lots of regular taxpayers who chose to use us to prepare their income taxes. Our value is that we will not simply prepare your taxes while you wait (which is a real injustice to you, although it is often convenient). Through the use of a tax organizer we review with you your financial decisions for the prior year. We then follow up to insure that no deductions are missing or over looked. We communicate with you so that you are comfortable with all the data in a return. It's not just a sign here tax preparation services.

Estate Planning

Our staff has worked for J.P. Morgan Chase in their fiduciary and estate department in preparation of estate taxes, fiduciary income tax returns and estate planning. We can assist you in planning your estate and the best tax strategy to insure that your heirs are the ones with the money and not Uncle Sam. We will work with your attorney, insurance agent, and financial planner to insure that everyone is on the same page.

Business Income Tax Preparation

Our staff has been preparing business income tax returns for over thirty years. Our clients include, professional, construction, retail, restaurants, insurance, and many over specialty business.

Consultation, Advice and Tax Planning

Our staff can provide you with that personal touch in making financial decisions that you need to make. We will advise you on the difference between decisions that befit you tax wise and those that benefit you economially, there is a difference.

If you'd like to receive more information about our Tax Preparation Service, please complete this form.