Same IRS code. A different tax planning & compliance experience.

In addition to preparing your tax returns, we create value by working closely with our clients to develop strategies that help to avoid unexpected pitfalls and costly risks while planning for future interests and investments. Depending on client preference, we can conduct quarterly check in meetings to ensure you have no surprises at year end at no extra charge to our clients.

Services for Business Tax Planning & Compliance Include:

While the scope of each engagement differs, there are the areas on which we normally focus for growing businesses:

  • Federal, State and Local Tax Returns
  • Tax Research and Planning
  • C-Corp reporting
  • Entity structure advisory
  • Tax-Saving Strategies
  • State and Local Tax Consulting
  • Implications of Tax Law Changes
  • Tax Credit Reviews
  • IRS Representation
  • Partnership Tax

Our Commitment

The Power of Diverse Thinking

Our Commitment

Better Scoping
Less Billing Surprises

Our Commitment

Technology Streamlining Audit and Tax Process

Our Commitment

High Staff Retention
Consistent Service Teams

Our Commitment

Superior Communications

Our Commitment

Transparency & Accountability

Creating Value.

We develop strategies that help to avoid unexpected pitfalls and costly risks while planning for future interests and investments.

SERVICE EXPERTS

Tené Thomas

CPA
PARTNER, TAX & ACCOUNTING

Bon vivant. Fashionista. Rock Star mom.

Thomas Jones Jr.

CPA
RETIRED PARTNER, TAX & SMALL BUSINESS SOLUTIONS

Traveler. Community Engaged. Humble.

How Can Our Unique Perspectives Assist You?

If you have any questions or just want to reach out to one of our experts, use the form and we’ll get back to you promptly.