ProfessionalMultiservices
FINANCIAL SERVICES

Tax
Services

Expert tax preparation and strategic planning services that minimize your tax liability while ensuring full compliance. Our proactive approach goes beyond basic return preparation to identify every deduction and credit you're entitled to.

$85M+

Tax Savings Secured

3,000+

Returns Filed Annually

98%

Audit Win Rate

Year-Round Tax Strategy

Tax planning isn't just about filing your return in April—it's a year-round process of optimizing your financial decisions to minimize tax liability. We work with you quarterly to implement strategies that reduce your taxes before they're due.

From entity structure optimization and equipment depreciation to retirement contributions and estimated payment planning, we help you keep more of what you earn.

What's Included

  • Complete federal and state tax return preparation
  • Quarterly estimated tax calculations and payment vouchers
  • Year-end tax planning sessions and projections
  • IRS and state agency representation if needed
  • E-filing and online access to all tax documents

Our Capabilities

Comprehensive tax services that protect your interests and maximize your savings.

Business Tax Preparation

Complete federal and state tax return preparation for all entity types: Schedule C, 1065, 1120, 1120-S, and multi-state filings.

Individual Tax Returns

Personal tax return preparation including rental properties, investments, self-employment income, and multi-state situations.

Strategic Tax Planning

Year-round tax strategy to minimize liability through entity optimization, retirement plans, equipment purchases, and timing strategies.

IRS Representation & Audit Support

Full representation before the IRS and state agencies including audit response, appeals, payment plans, and resolution services.

INDUSTRY-SPECIFIC EXPERTISE

Tax Strategies for Your Industry

Different industries have different tax opportunities. HVAC contractors can maximize equipment depreciation. Truckers can optimize per-diem deductions. Restaurant owners can take advantage of FICA tip credits.

Our team specializes in construction, transportation, hospitality, and service industries—we know the deductions specific to your business and how to maximize them.

Section 179 & Bonus Depreciation

Maximize equipment and vehicle deductions

Mileage & Vehicle Expenses

Track and maximize transportation deductions

Home Office Deduction

Optimize space and utility deductions