A partnership approach to managing the complex taxation process
Our team of CPAs will help you navigate the increasingly complex world of federal, state and local tax laws. We do more than simply prepare your taxes. We work in tandem with you throughout the year to find the best strategies—partnering with you in all decisions to maximize the benefits for you and your organization. We operate as a key member of your financial team and encourage an open flow of information that drives quality decisions. While you go about your business, we research the latest tax laws and developments to eliminate surprises. No matter your level of understanding or the complexity of your needs, we are ready, willing and qualified to assist—even if you simply need us to file your individual or business return.
- Return preparation and e-filing
- Consultation and advice
- Periodic updates
- On-going planning
We provide Tax services to clients in a variety of industries, including:
- Employee Benefit Plan
- Nonprofit & Association
- Insurance Risk Pool
To find out more about these services, call us at 916.646.6464 or contact us.