Services

Tax Planning – Planning is the key to taking advantage of the ever-changing and complex tax law. By keeping current during the year on new tax laws and legislation,  we are in a position to identify tax planning opportunities that minimize both your current and future tax liabilities.

Tax Preparation – Our significant investment in tax software allows us the ability to accurately and efficiently prepare tax returns.

Consulting Services – We can help your business identify areas negatively affecting profitability and growth and develop solutions that are sound.

Investment Services – Wealth management and advisory services are offered through Capstone Wealth Management Group, LLC at one conveinant location.  Together, we can provide an holistic planning approach to your financial goals.

IRS Representation – Our years of experience in dealings with the taxing authorities allows us to properly represent our clients to ensure a fair and equitable outcome.

Tax services offered include but are not limited to:

  • Individuals
  • Partnerships
  • Corporations
  • LLC’s and LLP’s
  • Estates and Trusts
  • Not-for-profit Organizations
  • IRS Representation