Tax Preparation & Planning

While we have experience in almost every corner of the accounting world, our firm specializes in tax preparation. Our full complement of tax services includes the preparation of Individual, Partnership, Corporation, S Corporation, Gift, Estate, Trust, State, and Local tax returns.

Each and every return prepared by our team of highly trained and qualified accountants goes through a rigorous review by one of our experienced tax managers first, and then through one of our highly experienced partners. We run all of our returns through this two-step process to ensure complete accuracy of every single line and item on your return.

Service Capabilities

990 -- Not-For-Profit Returns

Our not-for-profit clients are important to us because of the services they provide and the positive impact they have on our community. As a not-for-profit organization, you provide additional benefits and care to the community you live and work in, and the operations of your organization cannot be maintained without donations, grants, and tax exemptions.

Form 990 is a tax return for organizations who are exempt from income tax. We understand the importance of Form 990. We'll work with you to tailor the descriptions of your organization's mission and programs for review by potential donors. Our team is available to assist you with Form 990 to ensure that you get it done correctly and submitted on time.

Federal Individual Income Tax

You're probably no stranger to the federal individual income tax and Federal Form 1040. But did you know that as your personal accountants, we'll also be able to look for tax planning opportunities and prepare tax projections to help you plan for the year ahead?

Gift, Estate, & Trust Tax

Our team provides expert advice in estate planning and strategies to provide a more comprehensive approach to protecting your heirs from the heavy burdens of high estate taxation.

Partnership, Corporations, & S-Corporations

Our primary goal is to develop a personal relationship with each of our clients and become a valued and trusted partner by learning as much as we can about your business and making specific recommendations for your company and industry. Our team is ready to assist you in planning for the years ahead and preparing for any unforeseen complications that may arise.

State & Local Tax

With state and local taxes becoming increasingly more complex, it’s becoming ever more essential to partner with a preferred accountant for all of your taxing needs. Our team of highly qualified professionals will work with you to foster a one-on-one relationship to completely understand your personal situation and needs and help you navigate through any potential risks and complications.

Proud members of

We help companies and individuals build strong financial foundations capable of withstanding whatever life brings their way.

Tax preparation can be a long and tedious process, but our tax managers and partners make it seem easy!

Industries We Serve

Because of our highly personalized approach, we've come to learn a lot about our clients industries. This extensive and ever-growing knowledge allows us to provide a strong and stable foundation for our clients and move forward with confidence knowing that we're helping them make the most ideal decisions based on their industry. Below are just some of the industries we've served. Please don't hesitate to contact us if you would like to know more about the industries we've worked with.

Manufacturing
Construction & Real Estate
Restaurant & Entertainment
Retail & Wholesale
Non-Profit
Dealerships
Farm & Ranch
Energy
Health Care