OUR SERVICES
Solutions for Individuals and Businesses
INDIVIDUAL INCOME TAX PREPARATION
Your trusted tax preparer for personal tax returns. We work with all individuals and families to properly complete your federal and state tax returns and get you all allowable credits and deductions. This may include suggestions for tax planning and strategies to reduce your tax liability, if applicable.
BUSINESS TAX PREPARATION
We have extensive experience with all types of small businesses, including sole proprietorships, partnerships, S-Corps, C-Corps, and limited liability entities in any of these structures.
Whether you are starting a new business, or growing an existing business, we keep up with changing tax laws and provide full service tax preparation to minimize your taxes and take advantage of growth opportunities.
ESTATE AND TRUST TAX PREPARATION
When a loved one dies, there may be additional tax returns required as part of settling their estate or trust. We can work with you or your estate attorney to accurately prepare these specialized tax returns and complete your duties as a fiduciary.
BUSINESS ACCOUNTING AND FINANCIALS
We can assist with your business accounting as much or as little as needed, we are available when you want someone to call when you have a question, or need an accountant to oversee your bookkeeping and prepare financial statements.
Charlotte is a certified QuickBooks Pro Advisor, and Andrew has experience in a variety of accounting software applications, so we can work with whatever system you have in place.
TAX PLANNING AND ADVISING
Contact us outside of tax season for tax projections to determine if any changes are needed to assist in lowering future tax liability, such as additional capital purchases, prepaying expenses, making retirement contributions, or even changing your entity structure.
INDUSTRIES WE SERVE
Our Areas of Expertise
CONSTRUCTION
Residential and Commercial
Building & Related Industries
AGRICULTURE
Experience with Family Farms and
Farming Industries
REAL ESTATE
Rental Properties and Real Estate
for Small Businesses