TAX PREPARATION
We provide comprehensive tax planning and preparation of all tax returns. . . . federal, state and local taxes, covering sales tax, property tax and unemployment taxes….we prepare whatever is necessary to protect your interests, save you time and provide them to you for your review prior to the filing date.
We are a full-service tax office. If anytime during the year, you have a tax question or concern, call us. We are here to assist you. It is part of our service to provide you tax peace of mind. In fact, we suggest meeting in June or July for a mid-year tax review and planning session. This is one of the best ways you can prepare for next tax season.
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TAX PLANNING
Tax planning is at the very core of what we do. You should never be surprised at the outcome of your tax return. As Dave always 
says do things on purpose, when it comes to taxes that statement has never been so true.
We like to meet with our clients twice a year to look at your current income and tax situation. The first time is when we go over your previous years return with you we start looking at what you did last year and how does that reflect on what you are doing this year. We will make recommendations and discuss the pro’s and con’s of each one of your options. Some time in late third quarter to early 4th quarter we like to review your year to date information and see how does that like up with what we thought would happen earlier in the year.
Tax advise is only good in the year it was advised for. After December 31 there is not much we can do, so talking with a professional prior to the end of the year is incredibly important for any successful tax plan.
