Welcome! - We appreciate the opportunity to serve you and your business. The services we provide are designed specifically to be cost effective for businesses and owners. Our staff understand that no two individuals, or businesses, are the same. We desire to know your personal and business goals, and help you attain them.
Client Log-In - We provided clients with two ways to access and share data over the internet. These services include the following security: 1) Strong factor authentication; 2) Encryption; 3) Firewall technology; 4) Strict internal controls; and 5) Redundant data storage. This is just one way we are adding value to the services we provide. Call our office to arrange for a demonstration to see how our services, including client on-line information access, can help you get the most out of your business. Links: [eFile Share Log-In] [Virtual DeskTop Log-In].
2008 Tax Help - To assist our clients in the preparation of their Federal and State tax information, we can provide an Interview Questionnaire and Tax Data Organizer. Please go to the 2008 Tax Help tab for additional information and downloadable forms (including MS Excel input files).
Tax Planning - We mailed existing clients our letter that summarized common tax planning strategies to be considered as the end of 2008 draws near. The discussion and lists included in that letter are not comprehensive and specific strategies affecting any ones particular tax situation may not have been included. Year-end planning needs to be done on an individualized basis, taking account of the specific situation and planning goals of each taxpayer, with an eye on minimizing taxes to the greatest extent possible. But tax planning is important throughout the year, not just at year-end. Please let us know if you would like us to help with your tax planning.