Business and Individual Tax Services

Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income. We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through. We pride ourselves on being very efficient, affordable, and of course, extremely discreet.

Opening your own business is exciting and thrilling. It's everything that comes after the excitement and thrill has worn off that dictates whether a small business will make it or not. It's up to you to maintain and stretch out the "thrill and excitement" period forever. We help you avoid the common pitfalls that many new small business owners make when starting their new venture.

Keep your business compliant with state and federal business laws. Your legal responsibilities will depend on your business and location. You’ll need to meet external and internal business compliance requirements. Most external requirements involve filing paperwork or paying taxes with state or federal governments. Internal business requirements are for your own record keeping. You should document your compliance with internal requirements closely with company records. You might need them when you decide to sell your business or if a legal action is taken against your business.

To business owners and individual taxpayers, these notices are not only frightening to receive but are also very confusing to understand. These tax notices typically include demands for payment of additional tax, interest, and penalties.

If you're starting a business in a state with a sales tax, you will soon become familiar with the annual sales tax return ritual. This exercise will require the proper official forms, a good set of records, a functioning calculator and an hour or two of your time -- if you're organized. The return format is different in every state, but the basics of filing a sales tax return are consistent from one state to the next.

A simplified employee pension (SEP) IRA is a retirement savings plan established by employers—including self-employed people—for the benefit of their employees and themselves. Employers may make tax-deductible contributions on behalf of eligible employees to their SEP IRAs.

The IRS requires the filing of an income tax return for trusts and estates on Form 1041—formerly known as the fiduciary income tax return. This is because trusts and estates must pay income tax on their income just like you report your own income on a personal tax return each year.

Paying estimated quarterly taxes four times per year may seem like a chore. But if you project these quarterly payments correctly, it can actually soften your tax burden; when tax season rolls around, you’ll have already paid your approximate tax liability.

Earned income gets taxed in many ways: at the federal and state levels, and by Social Security and Medicare, to name a few. Taxes are difficult to avoid, but there are many strategies to help ward them off.