Tax Planning & Preparation

We are Your Experts in Tax Strategy

We know one of your top priorities is paying less in taxes. This is best achieved through comprehensive tax planning. Whether you are an individual or operate a multi-tiered corporation or partnership, we can accommodate your needs. Our tax specialists work with you throughout the year—not just at year end or during tax season—to develop a highly-personalized tax strategy that minimizes your tax liabilities and maximizes future opportunities. We are diligent about remaining up-to-date on the changing tax laws that affect you, and are committed examining all the tax-saving opportunities available to you—while remaining in full compliance with IRS statutes.

To make the tax process as convenient and pain-free as possible, we offer our clients 24/7 access to all of their tax information via a secure portal on our web site. Login any time to review the documents electronically and track the progress of your e-filed return.

IRS Representation
Nothing strikes fear into the taxpayer’s heart more than a notice from the Internal Revenue Service—which is why we also offer IRS Representation services. In the event of a tax audit or any notice from the IRS, you have the peace of mind that your tax advocates are in your corner with the expertise required to resolve any situation.

Tax Planning & Preparation Workflow

Client Center

- Individual Clients
- Business Clients
- Client Employee

(QuickBooks Desktop)

(QuickBooks Online)

Join a scheduled video meeting with our staff.

Using Your Client Organizer
How to Review My 1040

Phone: 951-789-0574 • Fax: 951-789-0785