Tax Planning & Preparation

Proactive tax planning and accurate tax preparation for individuals and businesses with complex income, multi-state considerations, or ongoing planning needs.

We regularly work with high-income professionals, small and mid-sized business owners and self-employed individuals, and real estate investors.

For small business clients, accurate financial records are essential. We coordinate with an existing bookkeeper or outside bookkeeping firm, can recommend trusted partners when needed, or provide bookkeeping support under an annual plan when required to prepare complete and accurate tax returns.