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Individual Tax Preparation & Planning


Our Comprehensive Individual Tax Services

Business ManOur mission is clear: To earn our place as your financial advocate. To accomplish this, we provide service that extends well beyond basic delivery of tax documents. We work in partnership with you to make sure you understand your data and are well-informed. Consider all we can do for you:

Multi-state tax return preparation - we remain current on state-specific tax laws to ensure your multi-state return is prepared accurately.

Quarterly estimate tax calculations - by supplying you with quarterly calculations, we can help you come up with a strategy to mitigate your tax burden...so there are no surprises on April 15.

Year-end tax planning - we meet with you at year end to explain your data, so you can make sound decisions to reduce your tax liability.

Wealth transfer planning - we ensure that you are informed about annual exclusions for gift tax purposes, including timing of gifts and tax rate. 

Estate, gift, and trust preparation - our effective planning services ensure that you have a sound wealth transfer strategy in place, enabling you to minimize the impact of taxes.

IRS audit assistance - should you receive an audit notice, our firm will represent you in front of the IRS.

Qualified retirement plan consulting - ensures that you are investing your money wisely in preparation for retirement. We identify qualified plan types, such as 401k and SEP, as well as keep you informed of due dates and contribution limits. Partnering with financial advisors to implement retirement strategies. 

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Certified QuickBooks Expertise

We provide added value to our clients by offering QuickBooks expertise. Our QuickBooks ProAdvisor certifications ensure that we can effectively guide you on system setup, navigation and features…as well as ensure that you maximize the power of the system to keep your books in order.

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Aspire Comprehensive

Aspire Comprehensive™ is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.

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