Taxes tend to strike fear in us, but only if we’re unprepared. We’ll help you navigate it all, get organized, stay compliant, and search for ways to save on taxes.
All tax clients receive a free online portal, called the OnaPortal, that you can use to electronically send us documents, sign forms, access prior year returns and complete handy tax organizers to help you ensure you have everything needed. The portal is secure and accessible 24.7.
What kind of taxes do we do?
Trust & Estate
Do you need a plan?
Yes you do. If you've ever been hit with a surprise tax bill or have fluctuating income, you likely need tax planning done throughout the year.
Tax planning puts you in control versus waiting for the verdict. For people with fluctuating incomes this is highly recommended. Tax planning is a collaboration we do together that's typically done once or twice a year around September 15th and December 31st when the last two quarterly estimated tax payments are due. We discuss how the year is going, obtain year-to-date numbers, help you project the remaining year profit, and prepare the tax projection. This provides you with an estimate of current year taxes owed so that we can strategize possible tax saving opportunities and adjust quarterlies up or down.
Who do we work with?
With over 700 clients we serve a wide range of folks from young families to retirees. We specialize in the small business arena and tend to stay away from the huge corporations other CPA firms typically covet. We don't believe in minimum asset values or net worth when taking on new clients. Character means more to us.
What's the process like?
Tax clients bring us data several ways, some schedule an in-person meeting, others drop off documents at one of our two offices, some mail, email, and the rest use the portal to send us data electronically.
Once we have your records we'll contact you regarding any missing information. We'll always talk with you about unusual items or swings. Once your return is ready you have the option of receiving a paper copy or a pdf copy inside your portal. Signatures can be done on paper or electronically. We have clients all over the country so we make every effort to provide the easiest method to collaborate with us.