Tax Planning and Preparation

Individual and Business taxation is a complicated and ever evolving field.  Our experienced CPAs are required to have at least 40 hours of continuing education each year.  In addition to stringent education requirements mandated by the Florida Board of Accountancy, we keep abreast of information through industry journals, daily electronic tax law updates, tax research software, and a strong network of other industry professionals.

Form 1040 Tax Return

Form 1040 Tax Return

This means that you are getting the most up-to-date tax advice available.  Tax Planning can save you valuable money.  By scheduling an appointment before year-end, we can assist you in saving tax dollars.  We can help with the planning of selling assets, making retirement contributions or distributions, planning for social security, and much more.  Our planning is tailored to the individual client- we seek to understand your personal tax situation and how the laws apply specifically to you.

Let our professionals deal with the IRS for you.  We can handle “Nuisance” letters, Offers in Compromise, or Audits.

We file most of our Individual returns electronically.  This minimizes IRS errors, and helps you get your refund faster.  We offer electronic filing at no additional charge.

Corporations, partnerships and LLCs require a complete, balanced set of books in order to have a complete and accurate tax filing.  We have the experience and proficiency to prepare your business returns properly.