Tax time doesn’t have to be stressful!

We can assist you ahead of time with advance tax planning, and by preparing your individual and business tax returns when tax season rolls around each year. When you work with an expert accountant on your taxes, your entire experience is automatically upgraded because we’re trained to look at the big picture of your financial situation, not just to fill out IRS forms.

Some of the tax services we can provide for you include:

  • Year-round tax planning
  • Tax return preparation (individual & all business types)*
  • Payroll tax reports
  • Sales tax reports
  • IRS representation when necessary
  • Electronic filing and direct deposit
  • Federal and all state returns
  • Clergy taxes**
  • Benefits

By having Joe prepare your business and/or individual tax return, you will have the added security of knowing that all the details you gave us to prepare your tax return will be safely archived in our files for at least five years. You will also have the comfort of knowing that a licensed CPA has prepared your tax return, and will be able to personally discuss your return with the IRS (if the need ever arises).

* Joe is happy to give a 50% discount on tax preparation services for all first responders and active-duty military.

** Members of the clergy have unique tax concerns and special laws that must be followed. Joe is an expert when it comes to the particular requirements for clergy taxes, and enjoys helping ministers handle their tax obligations.