Simplifying tax services for businesses and individuals
Talk with a tax proIntegrated personal and business solutions
Personal Taxes
We work as part of your team to ensure that taxes don’t derail your financial plan. Our tax experts stay up to date on the ever-changing tax laws and can help you make appropriate decisions. We are available year-round and we are proactive in tax planning and filings to ensure that efficient tax strategies are discussed and implemented as appropriate.
Business Taxes
Our team has decades of experience preparing business tax returns, including:
- Schedule C, partnership, and corporate income taxes
- State and local sales taxes
- Payroll taxes
- Specializing in start-ups and sole-proprietors
Bookkeeping
Accounting and Bookkeeping for businesses include:
- QuickBooks consulting and training
- Quarterly transaction entry and/or bank reconciliations
- Preparation of key management reports
Payroll and benefits
Take the mystery out of payroll processing and employer/employee benefits
Refreshingly easy payroll and employer/employee benefit options so you can get back to what matters the most.
Services offered in partnership with Gusto.
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Business Planning
Starting a business
- According to the Small Business Administration (SBA), 1 in 12 businesses closes every year in the U.S. The primary reason for business failures is lack of proper business planning. We provide advice on business start-ups and ongoing support to help start and stay in business!
Exiting a Business
100% of business owners will be exiting their businesses during their lifetime. What’s your exit plan?
- Family business transition
- Iliquid business assets
- Protection Planning: life, health, disability
- Multi-generation business planning
“The hardest thing in the world to understand is the income tax.”
– Albert Einstein
Tax Center
- Get started with your taxes
- Track the progress of your returns
- Retrieve past tax filings
- Securely communicate with our tax team
Get More Financial Advice
- Personal planning
- Investing
- 401K/403B Advice
- Personal and Business Insurance
- Estate Planning Preparation
- Charitable Strategies
Services provided by affiliated MRA Advisory Group
Integrated Business Services
Our mission is to simplify our clients’ tax preparation process and help them keep more of what they earn.
Let’s Talk
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