Tax Preparation and Planning

Tax planning is an essential part of your overall financial plan. The goal is to make your financial plan work in the most tax-efficient manner possible. Proper tax planning and preparation for individuals will help preserve wealth and minimize taxes, and for businesses, will help lower taxes and increase working capital, which can keep your business running smoothly.

 I am a Federally Authorized Tax Practitioner, and as such, I am able to represent clients before the Internal Revenue Service, perform tax audits and other engagements such as offers in compromise, uncollectible status, appeals, advice and planning on how to reach an agreement with the IRS on beneficial terms. We are also associated with tax attorneys who can practice before the U.S. Tax Court.

 We are experienced in preparation of tax returns including:

  • Personal
  • S Corps
  • C Corps
  • Partnerships
  • Fiduciary
  • Non-Profits

I believe in legally minimizing the tax burden of my clients and helping to protect their assets.

For more information on tax preparation & planning, please contact me at 928–445–0104 ext 9