We strive to help every client take maximum advantage of all legal opportunities to save on taxes. This requires long term planning.  We prepare individual, corporate, partnership, 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 Organizer

Download a Word file of Tax Organizer

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Our custom designed Tax 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

Click Here for PDF of Tax Law Update January 8, 2026

 

The U.S. tax code undergoes frequent and significant changes as competing political interests and economic philosophies are translated into tax law. This makes the tax code increasingly complex and requires strategic planning to maximize benefits. ​ The One Big Beautiful Bill Act (OBBBA) was signed into law July 4, 2025.  Significant provisions include: (i) extending and making permanent most of the 2017 Tax Cuts and Jobs Act (TCJA), (ii) repealing the renewable energy and energy efficiency tax credits in the Inflation Reduction Act, (iii) creating new Trump Accounts to invest for children under 18, (iv) allowing Affordable Care Act subsidies to expire, expanding Health Savings Accounts and work requirements for Medicare, (v) a new requirement for a work eligible Social Security Number (as opposed to an ITIN) to claim most tax credits, and (vi) a new tax credit to fund K-12 school choice scholarships.  Our Tax Law Update article reviews significant tax provisions that are now permanent and new provisions that expire in a few years.  We also provide income thresholds and tax brackets for many tax provisions, so this article is a good reference tool.

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Privacy Policy:  All data collected is used exclusively to provide you professional services and will be safeguarded.  All client matters are strictly confidential per the American Institute of CPAs Code of Professional Conduct and our state licensing boards.

 

Data Security: We utilize 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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Click here to download Adobe Reader for free