CPA Services

Our CPA-based services provide a broad range of accounting, tax, bookkeeping, and consulting services to individuals and small businesses in various industries. Our commitment to serving clients is built upon years of knowledge and expertise in business practices, economic trends and the ever-changing tax scene.

Tax Planning & Preparation

Our approach to taxation begins with a broad view of your business and individual situation and objectives. Armed with this knowledge, we are better able to advise you on the federal, state, and local tax issues you face and the alternatives you can consider.

The focus of our tax practice is client service and attention. Our preference for a smaller number of high quality clients allows us to be readily accessible and eager to be of assistance any time you have need of our services.

By keeping current on new tax laws and legislation, we are in a position to identify strategies and key tax planning opportunities that minimize both your current and future individual and business tax liabilities. This also includes strategies for estate and retirement planning. In addition, we can assist in identifying tax saving opportunities and developing planning strategies in areas such as business acquisitions and sales and new entity selection.

Tax services we provide:

  • Tax return preparation: partnerships, corporations, individuals, estates, trusts, and non-profits
  • Individual Tax Planning & Projections
  • Business Tax Planning & Projections
  • Business Acquisitions, Sales, Reorganization and Liquidation counsel
  • New entity selection
  • Analyses of alternative business decisions
  • Tax Research
  • Estate Planning
  • Retirement Planning
  • Sales, Use and Excise Tax Consulting
  • IRS, State and Local Representation
  • In-house accounting software consulting

To schedule a time to discuss the role of minimizing taxes and administrative burden within your business, contact us or call us at 502-632-3624 today!

We are an independent financial services & CPA firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.