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OUR SERVICES

Tax Preparation

We can handle all types of tax preparation. Individuals, Sole Proprietors (Self Employed), Partnerships, Trusts, S Corporations and C Corporations

A Certified Tax Expert

Brad is an Enrolled Agent (EA) - a federally licensed tax practitioner who has proven technical expertise in the field of taxation.

Tax Planning

We also provide tax planning for those clients who need extra advice regarding their tax liabilities. Everything from developing tax efficient distribution strategies when entering retirement to specific guidance to those making large investments, buying or selling a business or real estate transactions. Follow this link to start a tax planning project with us

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