Tax Preparation

What we enjoy about doing income tax work is finding ways to save our clients money. We take an overall view of our returns and make sure the numbers and their relationships make sense and are not the kind of statistical outliers that can needlessly produce a higher audit profile. An audit profile is what we consider to be certain items and their relationships to other numbers on a tax return that increase a taxpayer’s risk of an audit. We do our clients’ returns the same way we do our own. We work very hard to ensure our clients achieve the maximum return possible while ensuring they are not exposed to unwanted IRS scrutiny.

We are real estate investors as well as tax gurus, so we really enjoy helping and advising our real estate investment clients on structuring entities, what kind of buying or selling arrangements may have the best implications for tax purposes, but overall efficiency in business terms.  Tax is an important consideration, but we want the solution to be best overall, not simply from a tax perspective.

We balance your desire to reduce your taxes with your desire to lower your risk of audit.

Audit profiles are things that increase your audit risk. It could be the amount, it could be the relationship of the numbers, and it could be the way those things are presented.

Services

  • Individual Tax Returns
  • Corporate Tax Returns
  • Partnership Tax Returns
  • Not for Profit Tax Returns
  • Tax Planning & Strategy