Tax

Practical Tax Guidance to Lower Exposure and Ease Tax Compliance

Business operators navigate one of the most complicated and punishing tax regimes imaginable. To minimize tax burden, and avoid red flags that lead to audits, business operations must be precise and proactive with tax planning and compliance.

Benefit from Industry Tax Expertise

Our team of tax experts has been serving the industry for years and knows the ins-and-outs of lowering tax burdens so you can maximize profits. We will work with you to optimize entity type and structure, allocate cost-of-goods sold to minimize the impact of tax burdens, and document everything so you’re protected in the event of an audit.

Best Tax Support

Our national footprint ensures we have the expertise and insight to support tax strategies in every state and municipality so you can grow your business.

Tax Preparation

Are You Ready to File Your Taxes?

When you’re ready to get started on your tax preparation, we gather the necessary documents: 

For Personal Tax Returns:

• The last return that was filed
• Any income documents, including W2s, 1099s, Interest and Dividend Statements
• Any other income you have (for example, do you have a rental property?)
• Mortgage interest documents
• Proof of property tax payments
• Evidence of Quarterly Tax payments
• Did you incur expenses, such as large medical expenses in excess of $12,400 (Single) or $18,650 (Head of Household), or $24,800 (Married) 
• Charitable Contributions
• Estimated Cost of Preparation: $400-600

Contact Us to get started today.

For Business Tax Returns:

• Is this your first year filing your return as a business owner?
• How is your business formed (LLC, Sole Proprietorship, Partnership, Corporation)?
• Do you have employees?
• Did you issue 1099s or W2s?
• Do you have current Financial Statements?
• Estimated Cost of Preparation: $600-1200

Contact Us to get started today.