Areas of Practice

Tax Return Preparation & Compliance

 

Tax preparation is the process of preparing tax returns to be filed with the IRS, state, or both, depending on which returns need to be filed.

Tax Liability Investigation & Resolution

 

If you find yourself facing the IRS collections process and the related penalties and consequences that come with it, we can provide you the experienced tax resolution advice, guidance, and representation needed to navigate the IRS successfully.

Tax Settlement & Negotiation

 

Tax settlements and negotiations are a series of arrangements that are satisfactory to the IRS or state taxing authorities that entitles a taxpayer to retire an outstanding tax debt for less than the original amount owed.

Technical Services & Financial Statements

 

Technical Services & Financial Statements can be generated for your business to optimize reports and utilize data collected from your operations for a series of financial functions from key performance indicators, to bookkeeping, financials, and payroll.

Management Consulting

 

If your business needs to improve its performance, we can provide advice after studying and understanding your core business, then developing a plan against your competitors, and strategies for today and the future.

 

You’ve earned long term wealth. Our team combines retail banking, estate planning, legal and tax experience, plus investment management to exceed your expectations.