Tax Advisory

A few common reasons: your financial situation is becoming too complex; you started a new business; you would rather spend your time elsewhere; you used to be an employee with a W-2, but now you’re self-employed; you’re concerned about the accuracy of your tax return.

CPAs can provide valuable advice for changes in your financial situation (buying or selling a house, changing jobs, getting married, having kids). Taking advantage of legal tax deductions, credits, and planning strategies can help save money, manage cash flow, and protect the wealth you have accumulated.

There are certain fixed costs to a project; processing fees, administrative costs, etc. The remainder of the bill is based on the hours of work that go into a given project or tax return. As the complexity of a project increases, so does the time needed for research, analyzing the data, and completing the project. An estimate can be provided after discussing your personal situation.

As a full-service, client focused finance and accounting firm, our tax team has access to subject matter experts across the firm in estate and trust, IT, legal, wealth management, and more. Working together, our focus is to protect your business; build your wealth; and secure your future. We are committed to give you the absolute confidence to make the best decisions and the peace of mind to know they are right.

Tax planning helps minimize large taxable income spikes from year to year. Knowing when to maximize contributions to charity, retirement accounts, accelerate purchases, and how much to pay on your quarterly taxes can assist your long-term goals. Managing your cash flow, planning ahead for future tax liabilities, and avoiding tax penalties and interest are additional benefits.