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Business & Individual Tax Services

Business & Individual Tax Services

We have extensive tax advisory experience serving businesses of all types, individuals, and estates and trusts. We understand how a heavy tax burden can negatively impact your business and personal finances. Our tax specialists work closely with you to help you take advantage of tax-saving opportunities that preserve your bottom line and personal wealth.

Services:

  • Tax planning and forecasting—We analyze your individual and business situation to achieve your lowest effective tax rate. We also work with you to effectively plan for your long-term future and the future of your beneficiaries, as well as assist with business succession planning.
  • Tax return preparation—We provide timely, accurate services for individuals, sole proprietorships, businesses, partnerships and corporations.
  • IRS representation—We are licensed to practice before the Internal Revenue Service and state and local taxing authorities.

BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.

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Our Specialties

  • Attorneys

    Our firm specializes in serving the accounting, tax and financial management needs of law firms and independent attorneys, enabling us to offer deep analysis and tax strategies to support your financial success...
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  • Chiropractors

    We are committed to helping you achieve financial success within your practice. Because our skilled professionals have years of experience providing tax, accounting and payroll services to chiropractors, we understand the challenges your industry faces...
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  • Veterinarians

    Our firm specializes in accounting services for the practice of veterinary medicine. You operate a medical office, hospital and pharmacy, and we support you with the industry-specific business expertise you require to run your practice...
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  • Dentists

    Our skilled professionals have years of experience providing accounting services to dental practitioners, so we are intimately familiar with your day-to-day operations...
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