Reducing your taxes means keeping more of your money so you can grow and improve your business or investments to better support the people that count on you and secure your future!

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Quality Income Tax Preparation

If your tax preparer is just plugging the numbers you gave them in the boxes without any additional questions or consulting, there is no doubt that you are paying too much tax. You deserve better!  

Our credentialed tax professionals use an internally developed, annually updated procedural checklist and a multi-stage review process to ensure a high quality and accurate tax return.  

And they look look for where we can apply innovative tax planning, to make sure you are paying the lowest income taxes under the law!  

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Advanced Tax Reduction Planning*

We provide strategic tax planning tools that many tax preparers do not use or understand.

Using S Corporations, 1031 Exchanges, Spousal IRAs, Backdoor Roths, Hiring Your Children, the Augusta Rule, Real Estate Professional Status, Cost Segregation, Bonus Depreciation, the Di minimis Rule; Accelerating or Delaying Income or Expenses and many more can substantially reduce your tax!

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Unfiled Prior-Year Returns

Behind on taxes? Don’t lose sleep over it, we will recreate your records, prepare missing returns, and get you compliant.

Return Reviews & Amendments

We review previous returns for missed deductions or errors and file amendments when needed.

IRS & State Audit Representation*

Our IRS-credentialed professionals respond to notices and represent you directly with tax agencies.

*Available only to annual tax preparation clients.

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