Tax Planning and Preparation

Tax Planning and Preparation

The filing of income tax returns for businesses and individuals is a fact of life in the United States of America.  But with proper planning and solid operational and financial systems in place, preparing tax returns can be a walk through the park, instead of a trip to the dentist.

Tax planning and projections provide the ability to understand tax consequences of transactions before they happen, not after!  Eliminating the element of surprise from the tax compliance process will reduce stress and worry throughout the year. With the resources available at, we can better manage stress and maintain our health.

Using professional grade software (not a turbo consumer level product), we prepare and e-file federal and state business, individual and trust income tax returns with the attention to detail required to ensure accurate and timely filings.  Our secure document portal provides a place to store and exchange documents without the need to email back and forth.

  • Forms 1120 and 1120S Corporate Income Tax Returns for corporations and LLCs/LLPs that elect to be treated as S-Corps
  • Form 1065 Partnership Income Tax Returns for partnerships, limited partnerships (LP), limited liability corporations (LLC) and limited liability partnerships (LLP)
  • Form 1040 Individual Income Tax Return

We have advisory relationships with top tax experts to confer with on complex issues and transactions, ensuring compliance with all tax laws and regulations.