We’re Your Tax Specialists

TAX PREPARATION & PLANNING

We know one of your top priorities is paying less tax. This is best achieved through comprehensive tax planning. Whether you’re a business or an individual, our specialists work with you throughout the year to develop a highly-personalized plan with tax saving strategies that are tailored to your situation. We excel in:

  • Business and individual tax planning and preparation for sole proprietorships, partnerships and LLCs, as well as for both S- and C-Corporations.
  • Creating well-structured trust or estate tax plans to ensure your family’s security is not in jeopardy.

Our goal is to reduce your tax liability, freeing capital to re-invest or take advantage of future opportunities. To make the tax process as convenient and pain-free as possible, we offer all our clients a secure portal on our web site where tax documents can be reviewed and electronically housed. You have 24/7 access to all your financial information via the internet. We E-file all returns as well.

Client Center

(Use Your Visa, MasterCard, AmEx, or Discover Card)

(Individual and Business Tax)

(QuickBooks Clients)

(For Accounting & Tax Use Only)
Join a scheduled video meeting with our staff.

Using Your Client Organizer
How to Review My 1040

How to Use Your
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Our client portals are your
secure connection to our firm.
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Phone: 757.873.8585 • Fax: 757.873.8586
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