Tax Services for Individuals
Personalized Planning, Preparation and Compliance
As a top-tier, integrated strategic tax services and wealth management practice we deliver strategic solutions to variety of individuals, families and multi-generational entities.
We bring a breadth and depth of experience and proven expertise hard to match in the delivery of customized tax services and financial planning that work together to fit the needs of every client in their journey on the Ascent to Prosperity® that defines financial freedom and security.
Personal Tax Preparation
- Income Tax Planning
- Income Tax Return Preparation
- Federal and State Audit Representation
- Estate Tax Return Preparation + Filing
- Expatriate tax preparation + FBAR filing
- Foreign Financial Reporting
- Multi-state Income Tax Preparation + Compliance
- Quick Tax Refunds with E-file
- Section 1031 Exchanges (Like-Kind)
- Divorce Consulting
Tax Service Above and Beyond the Return
- Income Tax Planning
- Income Tax Return Preparation
- Amended Filings
- Audit Representation
- Financial Coaching
- Unfiled/Past Years Return Assistance
- IRS Collections
- Installment Agreements
- Offers in Compromise
- Penalty Abatement
- Problem Resolution + Defense
- Tax Notices
- Tax Research and Monitoring
Tax Services for Businesses
Managing and Minimizing Business Tax Liabilities
Meet Our Tax Team
The People Driving Our Passion for Performance
Step into our office.
Take the next step. Meet with us to begin our journey to your success.
Step into our office.
Take the next step. Meet with us to begin our journey to your success.