Our Services

 
 
 

Individual and Business Tax Services

In our age of technology, most of us have become do-it-yourselfers. This makes sense in most cases, but not when it comes to individual or business tax preparation. Entering a few numbers into the latest tax software might be quick and easy, but it could end up costing you hundreds or even thousands of dollars if you make a mistake. Don’t take chances with your tax return, trust a real person to prepare your taxes.

We keep up on all the latest revisions and updates to the State and Federal tax regulations. We’re constantly searching for new tax breaks and deductions we can use to save our clients money on taxes. From personal income tax returns to business tax preparation services, we work hard to minimize tax liabilities for all of our clients.

When you turn to us for tax services, you’ll receive top-notch customer service from our friendly staff of professionals.

 
 
 
 

Tax Planning Services

Tax planning is the key to successfully and legally minimize tax liability and lower your tax obligations. With rapidly changing tax laws and a fluctuating global economy, receiving accurate information and sound advice can help minimize impacts on your profits. If you're looking for a proactive plan with IRS-approved strategies for maximizing your after-tax income, you found it. We provide compliance and tax planning to help business owners strategically plan for success.

We diligently monitor changes to the tax code and take proactive measures to develop strategies that direct more revenue towards your bottom line. If you're a new business owner, we will help determine which business structure will bring you the most tax savings for your business now and down the road. We're proficient in tax laws and make it a priority to enhance our mastery of the tax code. We provide actionable recommendations and an individualized tax plan based on your practice, needs, and goals.

 
 
 

“We are so thankful to have found Stephanie. Her attention to detail is unmatched, and she is a fountain of information regarding tax and business growth. Bringing her on board was absolutely the best decision we could have made for our small business. We are looking forward to many, many years of continued success and growth with Stephanie by our side!”


— Jake and Cara, Client

Ready to simplify your business’ bookkeeping, reach out to our affiliate, Calculated Profits by Stephanie