Welcome! - We appreciate the opportunity to serve you and your business. The services we provide are designed specifically to be cost effective for businesses and owners. Our staff understand that no two individuals, or businesses, are the same. We desire to know your personal and business goals, and help you attain them.
2009 Tax Help - To assist our clients in the preparation of their Federal and State tax information, we can provide an Interview Questionnaire and Tax Data Organizer. Please go to the 2009 Organizertab for additional information and downloadable forms (including MS Excel input files).
2009 Tax Planning - We emailed existing clients our summarized common year-end tax planning strategies to be considered as the end of 2009 draws near. The discussion and lists included in that letter are not comprehensive and specific strategies affecting any ones particular tax situation may not have been included. Year-end planning needs to be done on an individualized basis, taking account of the specific situation and planning goals of each taxpayer, with an eye on minimizing taxes to the greatest extent possible. But tax planning is important throughout the year, not just at year-end. Please let us know if you would like us to help with your tax planning.