Experienced Tax Strategists Working for You

PLANNING & PREPARATION SERVICES

We know one of your top priorities is to pay less in tax, and this is best accomplished through comprehensive and strategic tax planning. We take a progressive approach to tax planning to minimize all taxes whether you’re an individual, corporation, partnership, estate, or trust. We work closely with our clients to develop a comprehensive plan, considering, not just income taxes, but all types of taxes and how they affect each client’s specific situation.

Our full-range of tax services, include tax planning and preparation, representation before all administrative levels of the Internal Revenue Service and state tax authorities.

We are diligent about remaining up-to-date on the changing tax laws and will examine all of the tax-saving opportunities available to you. We are committed to minimizing your tax liabilities and maximizing your future opportunities.

To make the tax process as convenient and pain-free as possible, we provide you 24/7 access to all of your financial information through a secure portal on our website.

IRS REPRESENTATION

We also provide expert IRS representation services because we understand that few things evoke more fear than receiving a notice from the IRS. We act as your representative in front of state and federal agencies to help resolve your issue in a timely manner with as little stress as possible. Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide you through your situation with ease and expertise.

GIFT & ESTATE PLANNING

Helping you preserve your wealth and assets, our expert team offers decades of experience helping individuals develop and implement gift and estate plans that enable them to achieve their financial goals. Good estate planning is more than just drafting a will—it also includes developing a comprehensive plan to protect, grow, and preserve wealth and assets for both your own retirement and for future generations.

We can help you coordinate a sound plan by working in partnership with other trusted advisors, including your attorney…and serve as Executors or Trustees. We work toward the end goal of helping you create a comprehensive estate plan for business continuation, wealth protection, and minimization of estate taxes.

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704-636-1040 phone | 704-637-3084 fax