Taxation 

Comprehensive tax preparation and planning services are available for you, your business, and your family with accurate and effective results.  Everyone needs their taxes prepared, but our services go beyond tax compliance.  Tax planning strategies that apply the tax law in your favor and help to alleviate after-the-fact surprises are available throughout the year.  As your advocate to taxing authorities, we put your mind at ease that the issue will be resolved with the best possible outcome.

Tax Preparation

Your time is valuable and we strive to keep the preparation process streamlined and organized to provide accurate and timely returns.  We provide guidance on how to gather tax information that fits your individual situation.  By keeping you informed, we reduce the stress that tax time can bring.  Once the returns are completed, we are happy to explain the returns to you and answer all of your questions.  We are always available for any assistance you may need throughout the year.

Taking care of tax preparation for you, your business, and your family includes:

  • Individuals, including Sole Proprietorships and Single-Member LLCs
  • Corporations, S Corporations, Partnerships
  • Estate & Trust Fiduciary Returns
  • Multi-State Compliance
  • Local Returns

Tax Planning

We monitor changes in the tax law that could affect you, your business, and your family and recommend tax saving strategies.  When you are expecting changes in your tax situation, we can provide estimated tax plans under alternative scenarios to reduce taxes and avoid unexpected tax liabilities.  Tax planning for business includes choosing a business entity type and possible restructuring with changes to tax laws or your business.

The basics of tax-saving strategies can be summarized by one or more of the following:

  • Splitting income among family members or legal entities
  • Shifting income from one year to another
  • Shifting deductions from one year to another
  • Deferring a tax liability through investment choices and retirement plan contributions
  • Investment choices that are exempt from either federal and/or state income tax

The process of tax planning includes both short-term and long-term planning that encompasses both your personal and business taxes.

Tax Representation

We also serve as your advocate in tax matters such as:

  • IRS Audits
  • State and Local Audits
  • Tax Notice Resolution
  • Penalty Abatement
  • Payroll Tax Issues
  • Sales Tax Audits

We can help you get things in order

It is never too early to prepare for tax time!

Primary Office: 2009 Mackenzie Way, Suite 100 Cranberry Township, PA  16066

Gibsonia Office:  103 Ringneck Court, Gibsonia, PA  15044

Business Hours: 8:30 AM – 5:00 PM and By Appointment

Phone: 724.720.9452

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