Accountants and Advisors

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Our accounting firm is here to help you and your business. From any accounting needs you might have to income tax planning and tax preparation and filing. Our accountants stay current with continuous certifications and seminars to ensure we are up-to-date on all of the newest information, laws, regulations, and techniques in our field.Need assistance with your tax planning and tax filing? Don't we all. We've got you and your business goals and objectives in mind. You and all your tax planning needs are in expert hands. Leave it to us. We have years of experience and work with the best CPA tax accountants on comprehensive cases. Personal account manager. We are a registered IRS E-File provider. Fixed accounting fees - agreed in advance and not dependent upon income level. Tax planning. Exhaustive Deduction Finder. Exhaustive Error Check. Do you buy your bacon and eggs at two different grocery stores? Both are important, similarly as tax planning and investing, and it definitely makes financial sense to have them working together. Your investments have an impact on your taxes but can also help to improve your overall tax life when utilizing smart financial planning strategies. With our TaxVest services your taxes and investments are working together, which can greatly improve your financial situation and make your financial life easier to manage. Not to mention we save our clients money by bundling our services and pass along discounted pricing. Personal account manager. Personal and Business Tax Return Preparation and Filing. Tax planning and advisement. Investment and Capital Gain/Loss strategies utilized to minimize taxes. Income and Dividend projections. Exhaustive Deduction Finder. Exhaustive Error Check. Fixed accounting fees - agreed in advance and not dependent upon income level. We are a registered IRS E-Filer company. ;A free no-obligation discussion about your business requirements. ;Personal account manager. Review of current Investment and Retirement Accounts. Retirement Accounts. IRA, ROTH IRA. SEP IRA, 401(k), 403(b). Investment Accounts. Trust, Individual and Joint accounts. College Planning (529). Cash Management. Business Investment accounts. Financial and Retirement Planning. A free no-obligation discussion about your personal investments and business investment needs. We also offer dedicated times and days at your companies location to provide reduced cost tax preparation, financial/retirement planning and retirement plan consulting for your business and valued employees. Please contact us for more information. Maximize Your Social Security Benefits Social Security is a valuable benefit. But no two people, and no two families, are the same. You have your own plans and dreams. We help our clients create a personal strategy by running a variety of scenarios which enables them to Learn how their Social Security benefits work. Avoid missteps that can reduce their lifetime income. Evaluate and plan for the income taxation of their Social Security Benefits. Explore strategies and learn how couples can work as a team. Receive a personal report unique to their own Social Security Benefits and situation. Create a personal Action Plan on when to file for their benefits. Explore claiming strategies that fit their retirement planning on when to receive their benefits. Work with a financial professional who puts their client's best interest first. ​Individual Tax Form 1040 Returns State Individual Returns Federal Business Modules: 1120, 1120S, 1065, 1041, 990 State Business Modules: 1120, 1120S, 1065, 1041, 990 Federal Estate Returns: 706 Federal Gift Tax Returns: 709 ​Value Added Services Client Organizer - we'll keep you current and organized. Year over Year comparison and recommendations. Returns filed on-time and accu