Working with Individuals and Small Business Owners with Tax Planning and Preparation

As the saying goes, the only things in life you can’t avoid are death and taxes. Our role is to provide individuals and small business owners with proper tax planning to minimize the tax burden. We meet with our clients on a regular basis to identify tax planning ideas and encourage them to contact us during the year with questions. We work with attorneys, physicians and other small business owners with personal and business tax planning and preparation services. For those in a C Corporation, we identify strategies to avoid double taxation.


  • Determining appropriate tax entity upon business formation (LLC, S Corp, C Corp)
  • Prepare individual tax returns
  • Prepare corporate tax returns
  • Tax payment options if you owe taxes
  • Year-end tax planning
  • Address IRS compliance issues
  • Tax dispute resolution
  • Tax projections
  • Tax Saving Strategies