Smart Tax Management
Our tax experts help you optimize your taxes. Plan smart and save. We’ve got your back.
Experienced
Over 30 years of helping small businesses through simple and complex tax situations
Strategic
We strategize on entity selection, business structure, equity compensation and real estate decisions
We Show Up
We’re there when you need us. We’ve got your back.
What we Do
Our Accounting Services
Tax Strategy
We observe, identify, analyze, recommend and implement your tax opportunities
Tax Services
We prepare individual and corporate tax returns, and arrange the tax payments so you don’t have to.
Strategic Transactions
Timing is critical. We advise on when to sell restricted stock, exercise stock options, and buy or sell real estate.
Resources
Useful Resources for Tax Prep
IRS Readings for Small Businesses
Recommended reading list including tax guides, guidelines about business expenses, depreciation, tips, retirement plans and more…
Business deductions (IRS Publication 535)
Common business deductions are explained, and what is not allowed. Also includes what’s new for 2022.
Principles of Cash Managementr
Cash management is the process of collecting and managing cash flows for individuals or a business.
How to get a Business Loan in 5 Steps (Forbes)
Business loans help you manage day-to-day expenses, plan an expansion or purchase inventory or equipment