Accounting and Tax Services
Whether it is a business tax return or a personal tax with multistate complexities, you and all your tax filing needs are in expert hands. We will minimize your taxes to the extent legally allowed and manage your tax audit risk. Leave it to us.
meet your accounting team.
Navigating your financial horizon with our professionals
Enrolled Agent (EA)
Former Owner
Seasoned tax accountant
Seasoned payroll specialist
Office management
Bookkeeping and payroll
Office management
Bookkeeping and payroll
Tax preparer
Accounting and Tax FAQ’s.
Empowering your Financial Choices
We will minimize your taxes to the extent legally allowed and manage your tax audit risk. Leave it to us.
Answer: Yes, even if your income is below the taxable threshold, you may still need to file taxes for various reasons, such as qualifying for tax credits or receiving a refund of withheld taxes. It’s advisable to consult with a tax professional to determine your specific filing requirements.
Answer: There are various deductions available depending on your individual circumstances, such as mortgage interest, charitable contributions, medical expenses exceeding a certain threshold, and certain business expenses if you’re self-employed. A tax advisor can help identify which deductions apply to you and maximize your tax savings.
Answer: Legal ways to reduce your tax liability include maximizing deductions, contributing to tax-advantaged retirement accounts like IRAs or 401(k)s, taking advantage of tax credits, timing income and expenses strategically, and considering investment strategies that offer tax benefits. Our tax professionals can provide personalized advice based on your situation.
Answer: It’s important to keep records such as receipts, invoices, bank statements, and proof of income and expenses. This documentation supports the figures you report on your tax return and serves as evidence in case of an audit. Retain these records for at least three to seven years, depending on the type of income or deduction claimed.
Answer: If you receive a tax notice or audit notification from the IRS or state tax authority, it’s essential to respond promptly and thoroughly. Contact our office immediately so we can review the notice and guide you through the next steps. Our tax professionals can help you prepare any necessary documentation and represent you in communications with tax authorities if needed.
