Tax

With the constant change in tax regulation, experience is key when selecting your tax professional. Our experienced tax professionals have focused in the areas of individual and small business tax planning and preparation services. With every service, we commit to partnering with you to ensure a favorable outcome within regulatory parameters. "Your Financial Therapists™" are available year-round to provide the psychological and technical support you need to satisfy your tax requirements.

Our tax consulting services include:

• Federal, state and local income tax return preparation
• Strategic tax planning
• Tax research, interpretation and analysis
• Individual, small business & non-profit organizations
• Participant in the

We require clients to sign an engagement letter for all income tax preparation services. To assist you with the income tax preparation process, we have provided checklists and fee schedules within our Resource Center.