Tax Planning

Our CPAs understand the complexity of tax planning and help make the process simple for you. We have worked with business owners and individuals since 1972.

Personal Tax Planning

We see it far too often. People file their own taxes to save the costs of hiring a CPA only to realize they’ve made a costly mistake and missed out on deductions they are entitled to.

Our team of expert CPAs understand the complexity of taxes to make the process simple for you. We file your individual income tax returns with the intention of saving you time and money opposed to if you filed taxes yourself.

Individual Income Tax Preparation and Planning

Taxes can feel overwhelming, but we make prepping and planning for your taxes simple.

Every year, we meet with each of our clients to evaluate their financial stance and determine the best plan of action for filing their taxes. During this meeting, our CPAs will talk to you about any questions or concerns you may have about your finances.

Proper prepping and planning are essential to helping our clients minimize their tax liability. Our team develops long-term relationships with each client to understand their finances and stays up to date on all income tax regulations. As a result, we help gain you the tax deductions you are eligible for.

Business Tax Planning

We have decades of experience working with business owners to ensure they receive the tax deductions they are eligible for. Our team of expert CPAs meets with our clients on a regular basis to help answer any questions they may have about their business tax return. Through the dedication and expertise of our team, we help maximize your tax savings while minimizing the stress and fear of tax preparation.

Business Tax Services

  • Business Tax Return Filing
  • IRS Problem Resolution

IRS Problem Resolution

It’s tough to handle the IRS alone with problems arise and the best person to have on your side is a CPA who knows and understands how to handle the IRS. Our team of expert CPAs has experience with IRS problem resolution and can help determine the best plan of action for you and your business. There are many methods to help resolve problems with the IRS and we help you understand your choices and choose the best option for you and your business.

Auditing/Attestation Engagements

There are many reasons why an audit/attestation engagement may be beneficial for your business and we offer a variety of auditing/attestation engagements services to meet your unique business needs. We offer auditing/attestation engagements services for nonprofit, business for profit and governmental business types.

Auditing Services Offered:

  • Audits
  • Agreed Upon Procedures
  • Compilations
  • Compliance Reviews
  • Internal Control Reviews
  • Risk Assessment
  • Business Risk Assessment

Contact us to learn more about how we can help with your accounting and financial needs.

Schedule a consultation with one of our CPAs. 

(270) 247-8050

1214 Paris Road

Mayfield, KY 42066