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Tax Planning + Preparation

Tax Planning + Return Preparation Services

Peace of mind. That's what we strive to achieve with our tax expertise. Our professionals keep abreast of the ever-changing tax laws, taking into account in evaluating your tax situation throughout the year, as well as in the final preparation of your tax returns. We can help you navigate the maze of complex tax issues to minimize your tax liabilities so you can keep more of your hard earned money. You can be assured that we will provide you with an accurate up-to-date tax return, ongoing advice on tax planning for the future, and our involvement in the event that you are audited by the IRS.

Our services include:

  • Individual Tax Planning and Preparation
  • Corporate Tax Planning and Preparation
  • IRS Representation
  • Estate Planning
  • Legal Entity Analysis and Appropriate Selection
  • Tax Research



Thad Toal