Tax Planning & Preparation
Year-round tax guidance that keeps you prepared and proactive, not scrambling at the deadline.
Planning and preparation
We provide a wide range of tax and consulting services, including tax planning and preparation for individuals and businesses. Michelle advises clients throughout the year so they are prepared and proactive about compliance.
Services
- Individual tax planning and preparation
- Business tax planning and preparation
- Year-round advice and estimated-tax guidance
- Support during federal or state tax audits
- Coordination with your bookkeeping so returns are built on clean numbers
If you receive an audit notice
Our firm may provide support services in the event of a federal or state tax audit, helping you gather documentation and respond.
Frequently asked questions
Do you prepare individual returns as well as business returns?
Yes. We provide tax planning and preparation for both individuals and businesses.
Can you help if I’m being audited?
Our firm may provide support services in the event of a federal or state tax audit. Contact us to discuss your situation.
Trusted because she treats your organization like her own
Michelle has been my tax advisor since moving to DE from the Midwest. In that time I have never been less than impressed with her responsiveness, knowledge and timeliness. She also advises me throughout the year to ensure I am prepared and proactive in tax compliance… It also helps that she is a delightful person to work with.