Tax Planning & Preparation

Tax Services

  • Individual Tax Planning and Preparation
  • Business Tax Planning and Preparation
  • Not-For-Profit Filing

Who We Serve

  • Individuals
  • Ministers in the United States and foreign countries
  • Small Businesses


When Could I Benefit from Tax Planning?

For Individuals:

  • When I have a job change
  • When I move to a different state
  • When I enter retirement
  • When I receive an inheritance
  • When my business income changes dramatically

For Ministers:

  • When I move to a new ministry
  • When I get married or have a child
  • When I have the chance to restructure my compensation package
  • When I'm looking at buying a new house

For Other Situations

  • When my children turn age 17
  • When I begin to collect Social Security benefits
  • When I start my own business

Each of these situations affects your income tax liability. By keeping us informed of your changing situations, we can provide valuable insight and advice in how to manage tax implications.

You can help prepare for the changes in your future by learning what tax implications may or may not affect your future tax liability. It is wise to start planning now for the long run. Contact us to find out what we can do to plan for your tax future.