Tax Preparation and Planning for Individuals

Plan And

The most common service we provide to individuals relate to Federal income taxation. Our main objective for this service is to plan and advise individuals how to build their wealth in a tax-efficient manner.

We also advise and represent our clients with IRS desk and field audits. Our methodology allows us to act directly with the IRS, at our offices, on our terms, without the client interaction. All our clients have to do is give us the IRS audit notice and we take it from there. Our clients particularly like this methodology because they are not dealing with the IRS or taking time away from their lives.