Tax Planning & Preparation

Preparing your own income tax return can be a task that leaves you with more questions than answers. We serve individuals across the United States and in 15 countries around the world with their tax preparation needs.

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We are here to help save you money!

Our services encompass nearly every aspect of financial life. We are experienced in all matters of accounting and taxation, IRS problem resolution, estates and trusts, business formation, financial planning and investment, real estate and business sales. See below for more details about our services.

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Other Services We Offer

Whether you are starting a new business or leading a nonprofit organization, working overseas or navigating tax laws, our team is here to support you.

Leveraging technology for business in today’s world

We have streamlined the process, using a secure online web portal, to effectively share documents and provide electronic copies of tax returns and other documents. You have access to your tax and financial documents 24/7 without having to call our office and wait for a paper copy.

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