Year-round planning is the key to minimizing your tax burden.

We go well beyond just preparing individual and business tax returns. Our specialists work with you throughout the year to develop a well structured tax plan to ensure you’re paying the least amount of taxes possible. Our tax team is dedicated to providing you with timely and accurate service while keeping you in compliance with the IRS. Best of all, our clients have online access to their financial documents through secure portal technology. Simply login with a username and password and view your tax return, 24/7 convenience— just a click away.

We will:

  • Offer guidance on business decisions made throughout the year that will impact annual tax liability.
  • Employ strategies that will allow you to adjust revenue and/or expenses to another year, taking advantage of a lower tax rate.
  • Analyze your books at year end for over-looked deductions.
  • Assist you on entity selection for your business to maximize available tax planning strategies.
  • Handle all your tax preparation needs including income, payroll, sales, and property.
  • E-file your tax return for added convenience and efficiency.
  • Remain up-to-date on the changing tax laws that affect you.

Client Center

Using Your 1040 Tax Portal

Phone: 954.462.6045 • Fax: 954.462.6084