• CALL: 937-836-9984
Tax Services

Planning, Preparation and Advisory

As your accountants, we are pleased to provide to our clients a wide variety of professional tax planning, preparation and advisory services, based upon their particular needs and the specific services they engage us to perform. We particularly urge clients to engage us to perform special tax planning on their behalf (i.e., help plan affairs to take maximum advantage of those provisions of the tax code and regulations that might work to your benefit). Such an engagement entails intensive tax planning, whereas an engagement, which provides solely for the preparation of tax returns, does not.

Nevertheless, when engaged to prepare tax returns for you, our tax professionals will attempt to help you minimize your tax obligations. As you know, we rely on your timely submission to us of the information needed for the proper preparation of your returns. In turn, we will make every effort to furnish you with the completed returns sufficiently in advance of their due dates to give you time to review them. Your signature on a tax return evidences a serious responsibility and we want you to understand the document before you sign. We believe you are better served by an extension of the filing date, if necessary, than an oversight caused by a hasty filing.

When we present tax alternatives to you we know you will understand that not all provisions of the tax code are absolutely clear and that some alternatives may not be free from doubt, or may be changed by subsequent interpretations. We will do our best to make you aware of any such doubts so that you may consider them in deciding on the tax position you choose to elect.

  • Income tax preparation
  • Tax planning
  • Estate tax planning - including estate and gift tax return preparation
  • Family and business succession planning
  • Business accounting/bookkeeping and financial statement preparation
  • Computer consulting
  • Retirement planning
  • Payroll Processing

Copyright © 2016. All rights reserved. Privacy Policy Disclaimer