Tax & Compliance

Making Taxes Less Taxing;
Keep Calm & File On

Stay ahead of regulation changes with access to our full team of tax specialists who love crunching numbers, cranking out paperwork & candid advisory.

While our full-time tax team is mainly focused on personal & business tax preparation & filings, we also advise on more complex tax legislation, tax planning, entity formation/restructuring and even international taxation questions & topics.

Get Help With Taxes

Scared of Tax Time? We're Not

Let our team handle some, if not all, of the following tax and compliance-based work for your business, and you personally:

  •  Estimated Tax Payment Calculations (Safe Harbor and Actuals-Based Estimates)
  •  Prepare & File Annual State Income and Franchise Tax Returns (all U.S. states)
  •  Prepare & File All Business and Personal Returns
  •  Prepare & File Amended or Historical Tax Returns
  •  Prepare & File Tax Forms: 1040, 1041, 1065, 1120, 1120S
  •  Accounting cleanup [in support of tax return preparation & e-filing]
  •  Additional Schedules/Forms: Schedule A, C, D, E, Form 4797, T2125, T777, T1135, Form 8804,9905, 
  •  Form 709 - Gift Tax Returns
  •  Form 706
  •  Entity Formation & Entity Restructuring Analyses
  •  DTA/DTL Calculation[s]

Let's Get
 Started!

Reach out to schedule a free, introductory discovery call today.