We strive to help every client take maximum advantage of all legal opportunities to save on taxes. This typically requires long term planning. We prepare individual, corporate, estate and trust, and non-profit tax returns. We have specialized expertise advising owner-operator businesses, same sex couples, real estate investors, non-resident returns, US citizens investing and doing business oversees and foreign asset protection trusts.
Tax Information Organizer
Our custom designed Tax Information Organizer provides our clients with a comprehensive checklist of items needed to prepare your tax returns so you can better identify questions and organize documents.
Tax Law Updates
Dramatic new tax laws took effect on January 1, 2018 with substantial changes to individual and corporate tax provisions. Major new benefits for self-employed and real estate and penalties for those living in high tax states. Download our Tax Law Update 2018 and Beyond to learn more.
New Look 2018 Tax Forms
Tax forms for 2018 are dramatically different than the past with new Schedules 1-6. Download our New Look 2018 Tax Forms to learn more.
Data Security: We utilized industry leading data protection methods to secure client confidential information. We encourage clients to use secure data sharing sites like Dropbox and Google Docs to share information with us. We also use MEO which is free, easy to use encryption software available for both Mac and Windows. MEO Software can be downloaded free at: MEO Encryption Software.
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