“David takes ownership of his work and the task at hand. He gave me the full gambit of services.”

Jeff Winters
Client – 7 Years

Mid-Year Tax Planning


Mid-year 2011 is upon us and the time has come to begin thinking about and implementing tax planning strategies in preparation for year end. The following topics will provide valuable information for preparing your personal and business taxes for the 2011 tax year. Click the topic of interest for more information.


Paying Your Income Taxes

Funding Your Retirement Plans

Investing in Small Business Stock

Cashing in on Tax Credits

Establishing a Health Plan for Your Employees

Hiring New Employees

Writing Off Capital Expenditures

Planning Your Estate and Gifts

Disclosing Offshore Assets