Offering a robust line of products
to meet your personal and business needs
Tax+Plus: Making tax prep and planning less taxing
Tax season doesn’t have to be stressful when you work with our team. Our filing process offers a seamless digital experience—from gathering your tax documents to filing your return electronically.
Because every client is different, we examine appropriate deductions and consider your unique situation to help minimize your tax burden.
From initial collection of tax documents to filing, we offer an efficient digital experience.
We are available throughout the year to help you make smart tax decisions and put a sound, strategic tax plan in place.
We look to minimize your Total Tax Burden - income tax, payroll tax, property tax and estate & gift tax.
Our Tax+Plus services include:
Preparation of business, family and trust tax returns
Quarterly transaction review
Mid-year tax strategy meeting
Year end tax check-up
Tax audit defense and representation