Tax Planning & Return Preparation

We are Your Tax Advocates…

Year-round planning is the key to minimizing your tax burden.

We go well beyond just preparing individual and business tax returns. Our specialists work with you throughout the year to develop a well structured tax plan to ensure you’re paying the least amount of taxes possible. Our tax team is dedicated to providing you with timely and accurate service while keeping you in compliance with the IRS. Best of all, our clients have online access to their financial documents through secure portal technology. Simply login with a username and password and view your tax return, 24/7 convenience— just a click away.

We will:

  • E-file your tax return for increased convenience and efficiency.
  • Employ strategies that will allow you to adjust revenue and/or expenses to another year, taking advantage of a lower tax rate.
  • Analyze your books at year-end for over-looked deductions.
  • Remain up-to-date on the changing tax laws that affect you.

Tax Workflow

Client Center

- Individual Clients
- Business Clients
- Client Employee

(QuickBooks and Peachtree)

Using Your Client Organizer
How to Review My 1040


Phone: (618) 632-1994 • Fax: (618) 632-9301