Tax & Business Services

Experience true peace of mind with the personalized expertise, full line of business services and guarantee of a partner that prepares millions of small business and personal tax returns each year.
  • Ensure your business and personal returns receive all possible tax deductions.
  • Have a tax plan that benefits you and your business year-round.
  • Profit from a tax and financial plan that adjusts to tax law changes and other tax implications.

By addressing your specific personal and business tax preparation and financial planning needs, Tax & Business Services creates a working relationship dedicated to the long-term success of your business.
  • Tax preparation for corporations, partnerships and sole proprietors
  • Individual tax preparation
  • Federal, state and local returns
  • 1099 filing for contracted labor
  • Sales tax filing and payment processing
  • Payroll tax filing and payment processing
  • Tax planning
  • Business succession tax consulting
  • Mergers and acquisitions tax consulting
  • Complex financial transaction tax consulting
  • Tax audit guidance and representation
  • Estate planning and trust tax services
  • Complex personal calculations from home office deductions to investment property and more
  • Accurate assessment of depreciation values of your business assets


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