Tax Preparation & Planning

A core specialty is the preparation of tax returns for individuals, businesses and associations.

Individuals:

From the simple to the complex, literally 1,000's of Federal and State returns have been prepared and filed.  Extensive experience with self-employed business owners and partners, as well as rental real estate owners.

Business:

Preparation of applicable business tax return forms and owner pass-through reporting forms

Homeowner & Condominium Associations:

Many years of experience in the preparation of Common Interest Community tax returns

Tax Planning and Forecasting services for individual and small business clients:

Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.