We aspire to help our clients understand their financial and income tax affairs
We engage our clients through active communication, planning and consulting.
Staying Connected To Better Provide Solutions For Our Clients
We serve our clients by establishing on-going, long-term relationships with them. This includes open communications and active participation by both the client and the people of our firm. We encourage regular meetings to discuss current matters and overall progress towards goals.
To this end, we have adopted a basic “three point program” to ensure that each client has the opportunity for regular communication and planning. The “three point program” means that we would like to have, at a minimum, the following three contacts with our clients:
- Mid-year conversation for an update of developments with the client.
- Late-year meeting and tax projections so that we have no surprises and also so that we have time to offer possible solutions for tax reduction.
- Preparation of tax returns. Hopefully, as a result of the first two contacts, there will be no significant surprises.
Advanced
Tax
Planning
Our Advanced Tax Planning service is a creative alternative for income & state tax. We review your current and previous statements to create future projections and establish a budgeting plan. This sets an expectation and helps individuals and business owners prepare for their taxes.
To add to our depth we have an extensive national network of attorneys and income tax professionals. By providing financial and legal resources to clients with significant taxes, we can offer advanced planning for income tax, estate tax and asset protection planning.
- Alternative solutions for clients with sophisticated taxes.
- We thoroughly review past and present income tax statements to deliver conservative projections that of future tax outcomes.
- Our extensive network allows us to tap in with experts in different areas to get a better understanding of unusual issues that our clients face.
"We operate with a no surprises, no
fire-drills approach. We keep our clients
informed throughout the year so they
always know what to expect."
Larry Murrill
Co-Founder
Manufacturing
Our specialists stay informed to help you exempt sales and use tax on purchases of qualified equipment used in manufacturing.
Construction
Our experts help you determine which labor costs and expenses are taxable so you can declare sales and use tax correctly.
Insurance services
Our tax professionals are well versed on gross premiums taxes and retaliatory taxes to ensure your payments are made accurately.
trusts & Estates
Whether it be a trust or an estate, we help guide you to guarantee the correct forms are filed and withholdings are claimed.
As soon as you start to think about your business, an accountant can help you take the next steps. We can discuss your business’s organization, tax purposes and operations, along with target pricing and profit margins.
Get some impartial advice from an accountant before you consult the bank. A bank will want to see a strong business plan and organized records. Let us help you get ready for your business’s next step!
Does your accountant return your calls? Do you feel comfortable asking them a question? Do you feel heard? With the right accountant, the answers should be a resounding “Yes!”
