Tax Planning and Advisory Services
Year-round Tax Support
My firm is available year round to discuss your tax concerns:
- whether you are starting a new business
- have major life changes;
- determining the best structure for your business
(ie., pros/cons of an S-Corp election) - preparing for retirement
- need to file a return for a prior year
- need to file an amended return
- received a notice from the IRS or a state taxing agency
- prepare or revise your estimated tax liabilities for the current year.
I will work with you to determine the best solution for your specific tax situation.
TESTIMONIALS FOR TAX PLANNING
I came to Doreen in January 2020 from a referral from my bookkeeper 6 months after launching my business. This was the best recommendation I have ever received! She helped me clean up my payroll, maximize my retirement contributions, all while meeting IRS and state requirements for the various payroll and company tax filings. I consider Doreen an integral part of my team and she has helped develop processes to make sure we maintain compliance. To say that Doreen is a ‘life saver’ is an understatement!