Tax Planning and Tax Return Preparation

Whether you are an individual, a corporation, or a multi-tiered partnership, our experienced CPAs will develop smart tax strategies that will take advantage of the latest tax laws and legislation to help you minimize tax liabilities, maximize cash flow, plan for the future, and keep you on track to achieve your financial goals.

Estate and trust planning and tax preparation is a large part of our practice. Effective estate and trust planning can ensure financial security. For businesses, it can maintain a smooth succession of ownership. Our role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well thought out plan as to how to disburse one's estate so as to avoid complications and to be sure wishes are followed.

Our tax planning and tax return preparation services include:

  • Federal tax consulting and preparation
  • Estate trust planning and tax preparation
  • Tax preparation and compliance
  • Business succession planning
  • Business continuation planning
  • Nonprofit tax consulting and compliance

Contact us 239.481.4114 or 239.939.5303

Serving the state of Florida including Fort Myers, Cape Coral, Lehigh Acres, Bonita Springs, Estero, Sanibel and Captiva Islands, Naples, Miami, Sarasota, Tampa, and Daytona Beach.

  • We Support
  • Betty Allen Gynecologic Cancer Foundation
  • Kimmie's Recovery Zone
  • SWFL Community Foundation
  • Florida SouthWestern State College
  • Greater Fort Myers Chamber of Commerce
  • Dress for Success(R) SW Florida