INDIVIDUAL DUE DATES: December 1 – Time for Year-End Tax Planning December is the month to take final actions that can affect your tax result for 2023. Taxpayers wi...
For us, the real magic comes from setting our clients’ core values as the foundation of the advisement we provide them.
We believe that a business’s health is not judged by its bottom line alone, but that financial capital is a by-product of four other capitals – human, social, intellectual and structural — which are driven by our clients’ unique values and priorities. Being mindful of these gives us the insights necessary to customize solutions based on the individual tax compliance, assurance, due diligence, accounting or advisory needs of our clients.
It’s not about what we do; it’s about what you get.
We understand that your personal and professional values are very different than those of your competitors; and we’ll help you build your business successfully without compromising them. Our approach, along with our highly developed strategic communication method, combined with our team-based structure, sets us apart from the rest. By providing our clients long term perspective and innovative accounting solutions, our clients can focus on pursuing their business success.
Since 1976, Our team has been working together to develop our unique client strategy.
Gift and estate taxes are both part of the federal transfer tax system and are interconnected. Gift tax applies to transfers of wealth during a person’s lifetime. I...