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 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:

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