Tax Services

We handle the taxes, you bring in the savings

Achieve better tax outcomes for your business without the headache of navigating complicated regulations. We take care of all the little details so you can focus on growing your business without tax concerns and more savings.

Calculated Returns

Make taxes work for you with calculated returns

We prepare individual returns, ensure proper documentation, and help self-employed clients claim eligible business deductions and credits.

Corporate and S-Corp returns handled thoroughly to maximize deductions and reduce risk of penalties while keeping compliance with tax rules.

We manage partnership and LLC filings, allocate partner/member shares correctly, and optimize tax treatment for pass-through entities.

Complex fiduciary and estate returns, plus exempt/non-profit filings—handled with attention to ever-changing regulations and exemptions.

Proactive tax planning to minimize liabilities and professional review of filed returns to ensure accuracy and opportunity for savings.

Help launching new businesses—LLC setup, paperwork, and QuickBooks ProAdvising so your accounting starts off correctly.

Representation during IRS audits, negotiation for liens/levies, and assistance arranging realistic IRS payment plans when taxes are owed.

We help get you caught up—identifying required years, preparing returns, and working toward manageable resolutions for owed taxes.

Support for payroll tax problems and preparation/defense for sales tax returns and audits to reduce exposure and correct filings.

Preparation and planning for estate and gift taxes to ensure accurate reporting and efficient transfer of assets.

Assistance with innocent spouse relief claims and tailored help for niche tax issues that need specialist attention.

Call the office, use the contact form, or visit their office at 120 S Alcaniz St, Pensacola — contact details are on the Tax Services page.

Tax Solutions

Shrug off tax concerns with personalized tax solutions

We prepare individual returns, ensure proper documentation, and help self-employed clients claim eligible business deductions and credits.

Corporate and S-Corp returns handled thoroughly to maximize deductions and reduce risk of penalties while keeping compliance with tax rules.

We manage partnership and LLC filings, allocate partner/member shares correctly, and optimize tax treatment for pass-through entities.

Complex fiduciary and estate returns, plus exempt/non-profit filings—handled with attention to ever-changing regulations and exemptions.

Proactive tax planning to minimize liabilities and professional review of filed returns to ensure accuracy and opportunity for savings.

Help launching new businesses—LLC setup, paperwork, and QuickBooks ProAdvising so your accounting starts off correctly.

Representation during IRS audits, negotiation for liens/levies, and assistance arranging realistic IRS payment plans when taxes are owed.

We help get you caught up—identifying required years, preparing returns, and working toward manageable resolutions for owed taxes.

Support for payroll tax problems and preparation/defense for sales tax returns and audits to reduce exposure and correct filings.

Preparation and planning for estate and gift taxes to ensure accurate reporting and efficient transfer of assets.

Assistance with innocent spouse relief claims and tailored help for niche tax issues that need specialist attention.

Call the office, use the contact form, or visit their office at 120 S Alcaniz St, Pensacola — contact details are on the Tax Services page.

Take steps to secure your business’s financial future

When businesses need to do the math, we sort through the pesky numbers. Our business advisors provide expert financial help to keep your business’s finances on track.

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