Tax Compliance & Preparation
What many consider to be the most basic of CPA functions — tax compliance and return preparation — is actually one of the more complex and valuable services we provide. Far more than simply numbers on a tax form, we view these services as the culmination of extensive detailed planning, in-depth and up-to-date knowledge of tax laws, research, conversations with clients throughout the year, and the application of our efficient and practical, yet creative approach. We regard this as an opportunity to review filing requirements, to look for ways to reduce current taxes and to identify advantageous strategic tax positions that relate to our clients’ overall tax liabilities.
Our goal is to ensure compliance with filing and other tax rules while never losing sight of tax planning and saving opportunities beneficial to our clients.
Many of our clients engage us to help with all their business and personal tax requirements. We understand the relationship between business and personal taxes, and take a comprehensive approach to tax planning and compliance. Our compliance expertise includes individuals and all types of entities, including many with multi-state operations, as well as not-for-profit organizations. To increase the value received by our clients, we perform our services in a cost-efficient manner employing technology to streamline the process.