Tax

Tax Services and Planning

Our staff receives extensive training each year to stay informed of the ever-changing tax laws. Whether you are an individual, corporation, LLC or partnership, our experienced staff can develop tax strategies related to new tax laws and legislation.

Our locations prepare thousands of tax returns annually for individuals and businesses, including farmers, partnerships, corporations, fiduciary returns and not-for-profit organizations.

Most importantly, we are available year around to discuss any changes that may be happening in your world. As your accountant and advisor, we encourage consulting with us on matters that may affect your tax status prior to making important decisions.

Estate, Trust and Gift Tax Planning 

You worked very hard in life and made decisions along the way that have impacted your wealth. Now what? It is, no doubt, important to you that you have the opportunity to determine what will happen with the legacy you leave behind. Effective estate planning facilitates the orderly transfer of assets to your heirs, provides security for those you care about, and can minimize the tax due on the transfer of your assets. For family, one of the best gifts you can leave them is a carefully thought out plan. For business owners, providing for business continuity and succession of ownership is essential.

The fact is Estate and Trust planning is complex. We can help put your mind at ease with the proper planning for your estate. We coordinate with your attorney, valuation experts and professional financial planners to put together a plan that accomplishes what YOU want.

IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of expertise that can ensure that our clients are being properly represented before the various federal and state tax agencies.