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, 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 Information Organizer

Download a Word file of Tax Organizer

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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

Click Here for PDF of Tax Law Update 2022

 

The U.S. tax code was significantly altered in 2018-2022, substantially increasing complexity.  The Tax Cut & Jobs Act took effect January 1, 2018 lowering business taxes and created a new Section 199A Qualified Business Income Deduction (QBID).  In 2020, tax law changes relate primarily to COVID-19 relief.  The American Rescue Plan included expanded child tax credit with advanced payments for 2021, expanded child and dependent care credit, and refundable feature, and exclusion from gross income of student loan debt forgiveness. Download our Tax Law Update 2022 (updated January 18, 2023) to learn more.

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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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