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Tax Services

Taxes and the changing regulations that guide them may be among the toughest challenges you face. Our tax specialists invest significant time each year in conferences and seminars, staying up-to-date on tax law so that we can be a trusted resource. Our financial management team can review and recommend changes to your tax structure that can help reduce your tax burden. We offer a secure client login to access and retrieve your individual and practice tax documents.

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News & Notices

Contributing to a Roth IRA

Did you know if a child or grandchild has a summer job you can contribute to a Roth IRA for him or her up to $5,500 for 2018. This amount cannot exceed the child’s earnings. Inside the Roth, earnings grow tax-free. 

Camps that qualify for dependent care credit

Summer day camp costs qualify for dependent care credit. If your child attends any special camps including but not limited to computers, math or sports don’t forget about the tax break. The expenses for summer school tutoring programs and overnight camps do not qualify. 

Our Team

Meet our tax services specialists

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