Tax Planning & Tax Preparation

Most people forget how important it is to plan for taxes. Taxes should be taken into consideration year around. Planning and making good decisions is an essential step to achieving financial goals. We want to help our clients year around so they can learn options, make decisions, plan and then execute them. Our firm is very experienced in tax filing requirements, tax representation multi state taxation and is educated in current tax law. Our goal is to provide our clients with tax savings and the peace of mind knowing their return was filed in compliance with the law.

Professional Service Firms

The professional service firms we advise including medical, legal, marketing, consulting, engineering, and insurance providers. Being that we are a professional service firm ourselves, we believe that our understanding of the forces that affect the success of professional service firms and the professionals within those firms enables us to provide ideas to support profitable growth. In addition to our tax and accounting services, our team provides a wide range of industry-focused advisory services including entity selection, financial management and accounting, mergers, sales and acquisitions, tax planning, strategy & compliance.

Closely Held Businesses

Our firm has developed dynamic ways to help business owners with their entrepreneurial needs. Business owners face numerous challenges, risks, changes, rising costs & intense competition, not to mention an ever changing tax code to go along with it. You need knowledgeable and experienced professionals on your team to help mitigate those challenges. Tax structuring can be complex. Business owners not only need a CPA that understands the tax code, but also understands business. Through our professional expertise we can provide answers to your tax, accounting and business questions.

Individual

Tax planning and preparation form a winning combination for our successful individual clients. We can develop tax strategies that take advantage of new tax laws and legislation. We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities.

Behavioral Health & Medicine Practices

Natalie is an avid connoisseur of alternative wellness practices and understands the workings of the practitioners who deal with therapies having to do with environmental and physical disorders. Through consulting, business coaching, and advisory she helps them structure their businesses to lend their healing modalities to clients on a larger scale.