Tax Planning & Strategies

“A Tax Return is Arson Investigation,
Tax Planning is Fire Prevention”.

-Stuart Sobel, Retired IRS officer, speaker, and author


Did you get married, lose a job, buy a house, have a baby, get divorced or retire this year?

Major Life Events can bring major tax changes!

Tax changes can include, but are not limited to:

  • Increase in taxes due
  • Over payment of with holdings on W-2’s
  • Taxing of Social Security Benefits
  • Additional Healthcare responsibilities
  • Additional Taxes on early withdrawal of retirement funds

Some of these tax changes can be financially substantial, but their impact may be reduced or avoided with careful tax planning.

Every situation is different and a consultation to discuss possible impacts of these life events on your unique situation is recommended. There is no cost to you for the initial consultation.


If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further.  Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.


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Tax Preparation & Planning

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.

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Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. Our payroll services professionals are well versed on these laws and regulations. We can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become.

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IRS Representation

An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.

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New to the US? We offer Complete Certified Acceptance Agent services so you do not have to mail off your passport to the IRS.  We have years of specialized experience in preparing VISA holders tax returns. Store bought software cannot accurately prepare taxes for the first and last US tax return.

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Retirement Planning

Retirement planning is critical in these uncertain times. Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, we can help you evaluate the available options. Our focus is on helping you to make the choice that is most appropriate for your own financial situation. If you are choosing a retirement plan for your business, we will base our recommendations on the unique characteristics of your business and your employee population, as well as the legal and compliance issues related to each type of plan.

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