We provide a comprehensive and personal approach that is different than most CPA firms. Our approach starts with educating our clients on effective and practical ways of reducing their tax liability. We bring a depth of insight and personal engagement to our client services.
Our tax professionals give you the detailed attention you deserve. Of course we offer traditional tax preparation services, but we strive to go beyond that. We always take a proactive approach to developing individual tax strategies that take advantage of legal tax deductions available to you.
We can certainly prepare your federal and state income tax returns, but our ability to manage your affairs in a tax-efficient manner is the real strength of our services. We help our clients with the following:
- Tax return preparation
- Comprehensive tax planning
- Estate and inheritance planning
- Retirement plan structuring
- Multi-state tax issues
- Taxability of investment gains and losses
- Rental properties
- Short sales and foreclosures
- Estimated tax payments
- Representation before the IRS
- General year end tax matters
We know that you work hard for your money and we work hard so you can keep more of it. In the end, what you want is tax advice you can count on and reliable counsel to guide you through the complex and ever-changing tax rules. That is the kind of individual service and support you’ll find at Sundin & Fish, PLC.