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How does it work?

When it comes to taxes, there are too many rules, procedures, and loopholes for every person to keep up - it's our job to know.  That's why partnering with us to complete your tax work is a wise investment. We work with entities and individuals to deliver timely and money-saving tax estimates and returns.

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Income Tax Returns

As a business owner or as an individual, you dread tax season and the large expense that comes along with it.  It feels like you're just throwing money out of a window every year.  Of course it's important that you pay taxes; it's also important that you minimize your tax liability as much as possible so you can reinvest that money in your future.

Our specialists know all the best opportunities to save while still remaining completely compliant to the Internal Revenue Code.  The IRS doesn't make it easy to understand what you have to pay and what you don't - we do.  By working with us, you can rest assured that you aren't paying any more than you have to.  That's our promise.

To learn more about what documents are needed to complete your returns, view our tax return checklists for businesses and individuals.

Business Tax Returns

"Friendly, professional, knowledgeable and quick response.
They do 6 different returns for our large family.

- Ryan Kanaga

Hunt Club Insurance

Individual Tax Returns

Tax Planning

Many business owners are stuck with huge surprise tax bills at the end of the year that are hard to plan for.  If you plan well, you can avoid that mess.  By performing dynamic quarterly tax estimates, we can tell you exactly how much you owe the IRS throughout the year.  This way, you can pay as you go - you don't have to worry about managing your cash flow as a scary unknown tax bill looms.

Knowledge is power.  When you know how much you owe throughout the year, you can act accordingly and position your company for success.

IRS Representation

There will likely come a time that the IRS reaches out to you for one reason or another - it could be a targeted audit or just a simple tax notice.  It's easy to feel unprepared or confused when this occurs but it's important not to panic.  We always recommend to have a CPA to act as your voice and representation to the IRS; we know what to say and what NOT to say.

If you are concerned with communication you received from the IRS, let us know.  We'll represent you so you can continue running your business.

IRS Representation


"I refer people ALL the time... We LOVE you guys!"

- Sandy E.

Owner, Data Driven Labs

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heard enough?

Schedule a meeting with an advisor today.

Elevate your business tomorrow.

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