TAX SERVICES

Building and preserving wealth is the goal of every business owner and individual. Our clients receive tax advice from professional who are accessible and committed to watching over their financial future. We have one goal in mind when working with clients – to help them minimize their tax liability, while keeping them in compliance with ever changing tax laws. All the while we work to develop a plan that is customized to best suit your needs in the short-term as well as the long-term.

Our mission is simple and direct: To minimize tax liability and maximize tax benefits to ensure that our clients pay the least tax allowable within the law. The latest on-line tax services are employed to provide up-to-date research and planning to support the implementation of this objective.

"Our goal is to maximize tax benefits to ensure that our clients pay the least tax allowable within the law."

- Phillip Denny
  President

We continually advise clients of tax law changes and advanced procedures in structuring transactions. Our services include representation before the Internal Revenue Service and other tax agencies should the need ever arise.

Most of our Tax Services are rendered in the following areas:

• Corporate, partnership & individual tax preparation
• Tax planning
• Advice relating to mergers & acquisitions, reorganizations & liquidations
• Analysis of tax implications on anticipated transactions
• Estates & trusts
• IRS representation

Things To Consider:

    Do you review your income tax situation before the end of the year?

    For business owners: Do you have a succession plan and do you review and update it periodically?

    When was the last time you sat down with your tax adviser and reviewed your tax status and the relevant laws that might affect your family and business associates?

    Are you aware of the recent changes in the tax laws that may enable you to set aside substantial amounts in trust to be used for the education of your children, your grandchildren, or yourself without ever having to pay income taxes on the income of the trust accounts?