In today’s complex environment, especially in the area of tax, you will appreciate having an experienced, trusted advisor with great knowledge of tax on your side. Even the current advanced personal tax software packages can’t come close to comparing in quality and certainly not in peace of mind to working with true tax professionals. Our highly sophisticated tax software still requires the knowledge and judgment of a trained tax professional to ask the right questions, recognize tax saving opportunities and make appropriate judgments. Your return is then CPA-reviewed for further assurance that you are in complete compliance while having taken full advantage of reduced tax opportunities allowed you.
Individual services go beyond your annual tax return. Tax planning and estate planning have a great impact on making sure that you and yours have the best possible lifestyle as a result of your hard work and investments. And upon your passing, or that of a loved one, we continue to protect the estate regarding tax issues while fulfilling the financial intentions of the deceased.
Single, married, widow, widower, divorced, owner or family member of a closely-held business or high net worth tax filer, you will find good, honest guidance and support at B&B.