Pay what you are required to . . . but keep what you are entitled to



“Many thanks for your continued help and professionalism in teaching me what I needed to know.” Richard



To minimize your taxes and capitalize on your entrepreneurial efforts,

a tax and business specialist with detailed knowledge and experience

will be one of your best investments.


Tax Services


Proper and careful tax preparation and planning allow for you to minimize the amount of tax that you pay. 


Our tax preparation services and tax planning, can help you. 


You will find that it is best to engage qualified tax professionals who have detailed knowledge of various tax laws.  They provide various methods of how to best work with your company tax structure and arrange your business affairs in order to lessen your tax burden.  


It is essential to know that your tax returns need to be properly prepared and it is essential that all tax-related decisions are in line with applicable tax laws.  Taxes need to filed and paid on a timely basis, in order to avoid costly late filing and interest fees that can be assessed by tax authorities.


We offer a tax preparation and planning referral service that will place you with qualified and professional tax specialists who will take care of this for you.


Business Advisory Services


As your business grows and likely becomes more complex, it is advisable to have professional help with a variety of business scenarios that may present themselves.


Over time, your business will require other related services, that may include:


→  Methods to protect your corporate assets


→  Undertaking a corporate reorganization


→  Legal referral and liaison services for reviewing company contracts or other help


→  Review of your business finances through financial statement analysis


→  Advanced personal tax planning / strategies


→  Combined personal and business tax planning


→  Money planning guidance


→  Your specific requested business advisory assistance


Our referral to a business advisory specialist will help you with all of your needs.


Please contact us via:

or Phone: 780.901.9494


You will hear from us within 1 business day.