Tax Preparation

We take an “active” approach to tax preparation. We don’t just mechanically run your numbers through tax software. We proactively look for ways that we can help you save money on your tax return. We review your filings from previous years, to ensure consistency from year to year. If anything stands out as being unusual, we will ask questions and investigate the situation. If a correction is needed, amended returns can be prepared. 99% of all returns are filed electronically.

Our tax service to individuals can be limited to annual filing, or we can help you organize and track your tax documents year-round.

Estimated Tax Preparation

Have you ever needed to calculate estimated taxes, but didn’t know how or where to start? We can help you with this task. We can calculate your estimated annual income and your estimated taxes, so you know exactly how much you need to set aside, while maximizing your take-home pay right now. You’ll benefit from the peace of mind that you’ll have what you need, when you need it.

If you need to make estimated tax payments, we can handle everything from notifying you as payments are due, to disbursing the payments on your behalf from an account that you specify. That’s the level of personalization that each of our clients can expect to experience.


We can also help you with general planning and/or tax advice. You can be confident that we will fully research your situation before providing you with sound, comprehensive advice. You can also trust that your question will be answered by an experienced tax professional.

We can provide assistance and advice in areas such as:

  • Audit Representation
  • College FAFSA form assistance
  • Tax impact of pre-tax deductions from your paycheck
  • Implications and planning for stock sales or investment property sales
  • Personal Financial Statements necessary to obtain bank financing
  • Comparing Health Savings Accounts (HSA's) to your current health plan benefits

And while we can directly assist you with most of what you need, sometimes you might have a question that is outside our sphere of expertise. In those cases, we would be happy to refer you to another trusted resource. Our extensive network of experts includes business bankers, financial planners, attorneys, and other professional resources who will be happy to provide you with the additional support that you need.

I have no use for bodyguards, but I have very specific use for highly trained certified public accountants”
~ Elvis Presley