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Tax Services

Tax planning and preparation for small and midsize businesses, short-term rentals, and real estate investors.

Insights and Guidance, Not Numbers and Forms

We’re not “numbers” people who drop financials into tax forms once a year. We’re “here’s the information you need to make better decisions” people. We want to be your go-to resource for insights and guidance when you’re faced with big changes and decisions. That’s the true value of our tax services – confidence and financial peace of mind as you move closer to your goals.

Tax Planning

Effective tax planning reduces your tax liability, which increases cash flow and frees up money to invest in the growth of your business. We can help you develop custom tax strategies.

Business Taxes

In case you hadn’t heard, business taxes are complicated – far too complicated to take a DIY approach. We can help you implement processes and tax strategies that align with your goals.

Short-Term Rental Taxes

Short-term rentals can be profitable and rewarding, especially if you know how to navigate the complexities of federal, state, and local tax laws. We can guide you through the process.

Real Estate Taxes

More than choosing the right properties for your investment portfolio, you need the right strategy and structure for your real estate operation. We can help you cover all the bases.

Individual Taxes

If you partner with us for business, short-term rental, and/or real estate tax services, wouldn’t it make sense to stick with us for your individual taxes? Let us be your holistic tax resource.

Partner with Us

Your organization’s tax obligations are too important to not have a qualified CPA firm steering the ship. Let us review your tax information and provide the guidance you need to minimize risk and gain peace of mind.
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