Tax Planning and return preparation

We don’t just plan on helping you with your finances for a short time, we are in the business of making sure your business is successful in the long term. Since we view our relationships with our clients as a long term, on-going partnership we promise to provide you with the best and most current tax advice and return preparation assistance.
We prepare the following types of tax returns:

• Individual Federal, State and Local Tax Returns
• Corporation Tax returns
• Partnership Tax Returns
• Estate & Fiduciary Tax Returns

We prepare your business and personal tax returns for you using highly rated tax software from CS Thomson Professional Suite, Ultra Tax. We also keep up on changes that occur throughout the year to tax laws. We will work with you to help you understand where you can minimize risk and maximize future opportunities for your business.

Dan has over 25 years of experience as an Enrolled Agent (EA) who is recognized by the US treasury to represent clients before the IRS. He is intimately familiar with the various tax and auditing procedures relative to healthcare organizations and other businesses.

www.cs.thomsonreuters.com
In addition, we provide personalized, pro-active tax to meet your unique, personal and business needs.