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IRS Circular 230 Disclosure: 
To ensure compliance with requirements imposed by the Internal Revenue Service, we inform you that any tax advice contained in this communication, unless expressly stated otherwise, was not intended or written to be used, and cannot be used, for the purpose of (i) avoiding tax-related penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any tax-related matters addressed herein. 

This contact form is not intended for confidential material. 
Individuals

The answer to every tax question is "it depends". It depends on your own personal situation and all the factors and circumstances involved. We need to know you to be able to answer the question properly and not give cookie cutter advice. This is something that isn't available in a software package or at a seasonal tax preparation service.

Businesses

Starting a business? Come talk to us first. It is at this time that critical decisions need to be made and the wrong choice can be difficult to unravel. There is no "one size fits all" when it comes to entity selection. The best choice depends on your own unique situation and that is only one of the ways  we can help. 

Tax-Exempt Organizations

Managing a tax-exempt organization (also know as a not-for-profit) is becoming more complicated every year. The IRS demands transparency in reporting, contributors want to know how their money is being spent, and members of social clubs demand acountability.

Looking for a CPA or would you like more information about the services our firm can offer? Fill out the contact form below and one of our staff will get back to you as soon as we can. Or you can always call us at (860) 388-4451