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Tax Preparation & Planning

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


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.


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.