Tax Planning and Return Preparation

Expert Tax Strategists in Your Corner

We know one of your top priorities is paying less tax. This is best accomplished with smart tax planning. Our tax planning doesn’t stop after April 15. We provide you with a dedicated tax expert who will work with you throughout the year to develop a custom plan with tax-saving strategies that are tailored to your unique situation. We excel at tax planning and preparation for S-Corporations, LLCs, C-corporations, partnerships, and individuals.

We are diligent about keeping current on the changing tax laws that affect you, and are committed to uncovering all of the tax-saving opportunities available to you. We will minimize your tax liabilities and maximize your future opportunities—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.

Client Center

- Individual Clients
- Business Clients



Phone: 941.629.1197 • Fax: 941.205.5279