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Tax Services

You could sooner find that elusive needle in the haystack than decipher the tax code, and you have far better things to do with your time. Thankfully for you, we spend our time studying the intricate details of the tax code to identify all of the ways to put those rules and regulations to work for you – so you don’t have to.

We prepare tax returns for a broad range of individuals, businesses, and organizations. Because we know you need more guidance than you can get from meeting with a tax preparer one time a year, we take a proactive, relationship-driven approach in providing you with valuable tax planning strategies and tax compliance consulting all year long. That means you can move toward your goals with confidence, knowing that the guidance we offer is based on our solid understanding of the tax code as it applies to your specific situation.

Your financial wellbeing depends upon sound tax advice, which is why our tax services remain at the heart of our business.


Tax laws are always changing, and noncompliance puts your business at risk – our certified public accountants keep abreast of these changes to help keep you compliant. We offer a wide range of tax planning and return preparation services for a variety of corporations.

Estate & Trust

Estate planning involves so much more than having a will in place. Proper planning can reduce the heartache – and the burden of taxes – your heirs will have to endure during an already difficult time. Our experienced professionals can help you with estate planning and the preparation of estate and trust income tax returns.


Your tax needs are as individual as you are. We take an active approach to our tax planning and return preparation services, giving you the personalized guidance you need to reach your goals.

Get our 2022 Tax Pocket Guide (PDF)


Our experienced tax professionals can help you understand how your property tax obligations impact your tax situation. We offer the range of property tax compliance and consulting services you need to ensure that your personal property tax return is filed properly.

Representation Before Taxing Authorities

Having an experienced accountant in your corner goes a long way toward easing your anxiety as you communicate with taxing authorities. We rely on our years of experience to provide you with the guidance you need, whether you need help responding to notices or representation at a hearing with a tax agency.

Sales & Use

In one way or another, almost every business is impacted by sales and use taxes. Our state sales tax specialists can help you determine if you have nexus in multiple states and can assist with your complex sales and use tax situation.


Your state tax liability isn’t limited to the state in which you reside or do business. We can help you file multi-state, resident, and non-resident returns, coordinating your deductions and credits to maximize your tax savings.

Unclaimed Property

If your business has unclaimed property, including uncashed payroll checks, overpayments on receivables, uncashed dividend checks, inactive bank accounts, and abandoned safe deposit boxes, you may be required to turn it over to the state. Our tax professionals can assist you with proper reporting of your unclaimed property.