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 convenient location. Together, we can provide a 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: