Back to top

Tax Services

We take a proactive approach to tax services. Through continued development, our staff stays ahead of changing tax laws and legislation. We are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include:


Individual tax return preparation represents about half of our tax business. Clients in this category represent every tax bracket and virtually every stage of life. Our staff devotes a significant amount of resources to caring for the needs of these individuals by helping with year round tax planning and assisting with daily concerns.

Sole Proprietorships

Sole proprietorships make up a large share of the individual tax returns that we prepare. Those businesses may include family farms, rental properties, direct-selling, and scores of other family businesses.


Corporations continue to represent a growing number of businesses. Our corporate clients tend to have fewer than 10 shareholders, but like the individual clients, the corporate clients make up every industry niche and every tax bracket. Our firm can help corporate clients with organizational issues and the tax considerations facing corporate entities.


While partnership entities have been less popular over the years than corporate entities, Limited Liability Companies (LLCs) have become very popular and represent a growing number of clients. Our firm can help to navigate the various tax implications of the LLC structure.

Estate, Trust & Gift Tax Preparation

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. We can carefully guide you through the complex process of getting your financial affairs in order.

Tax Planning

Tax planning and preparation form a winning combination for our successful individual and business clients. Anticipation of changing tax laws can help clients gain an advantage in their market and be well informed of pending liabilities.

IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

Information Request for Services Listed Above