• Individual Federal and State income tax preparation

Our firm seeks to help individuals minimize their tax liability.  Decisions that you make each and every day affect your tax liability.  Your ability to proactively understand the tax consequences of your decisions and to keep a documentation of your expenses is critical. This allows you to claim all deductions you are entitled to claim, as well as keeps you from entering into transactions with negative tax consequences due to a lack of knowledge or poor planning.  It is important to have a long term perspective when planning your financial situation, to ensure that you are prepared for the financial challenges you will face at each and every stage of your life.

• Pastors tax returns – more than 20 years preparing these specialized returns.
• Sole Proprietorships and disregarded entities such as Single Member LLCs, (owner's 1040 Schedule C preparation)

There are many tax advantages to owning a small business, and it is important to have a CPA firm that can help you realize these advantages. However, there are also many record keeping and legal requirements that you must be constantly keep up with. As a small single member business owner, you need to be able to put all your time and attention into growing your business and preserving your relationships with your clients.  Our firm's aim is to provide tax advice and preparation services that help you minimize your tax liability in a manner which allows you to use your time and energy to focus on your business. The last thing a business owner needs is the extra stress of worrying about tax compliance when trying to create a business.

• S and C Corporation Federal and State income tax preparation

As your individual small business grows, you may find it an advantage to incorporate or to become a "Subchapter S Corporation”. Our firm helps single member LLCs file to obtain S Corporation status with the IRS.  We also help corporations file to obtain S Corporation status.  We prepare tax returns for S Corporations as well as the individual returns for the profits that pass through to their shareholders.

• Partnership tax returns 
• Gift and Estate tax returns

TAX PLANNING – All major financial transactions have a potential tax implication. Our firm strives to stay up to date on all of the changes and complexity of both federal and state tax laws.  This is important not only for compliance, but also for tax planning. It is important to be proactive in your tax planning in order to anticipate tax saving opportunities and to effectively minimize your tax liability.