TAX PLANNING & PREPARATION

We’re More than Just Tax Preparers

Year-round planning is the key to minimizing your tax burden.

We go well beyond preparing individual and business tax returns. Our team will work with you throughout the year to develop a well structured tax plan with tax saving strategies that are tailored to your specific set of circumstances. Our tax team is dedicated to providing you with timely and accurate service, while keeping you in compliance with the IRS. Best of all, our clients have online access to their financial documents through secure portal technology. Simply login with a username and password and view your tax return, 24/7 convenience— just a click away.

We will:

  • Offer guidance on business decisions made throughout the year that will impact your annual tax liability.
  • Employ strategies that will allow you to achieve your short term and long term goals.
  • Analyze your information at year end for over-looked deductions.
  • Assist you on entity selection for your business to maximize available tax planning strategies.
  • E-file your tax return for added convenience and efficiency.
  • Remain up-to-date on the changing tax laws that affect you.

tax wf

Client Center

Using Your 1040 Tax Portal

Phone: 941.739.6066 • Fax: 941.739.6013