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Additional Information

Welcome to the Resource Center. Visit this area to find out what is new in taxes or gain insight in financial management.

Topics will be continually added to this area based upon your needs. If there is a topic you would like to see added, please send an email by clicking below. Your feedback is important.

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Tax Topics

Business Tax Returns

Professional tax preparation for C Corps, S Corps, LLCs, partnerships, and sole proprietors.

Financial Planning

Retirement and college education planning. Referrals to top financial planners for wealth management.

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Comprehensive payroll solutions for small businesses partnering with ADP.

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Professional bookkeeping services for businesses of all sizes. QuickBooks, Peachtree, and financial statement preparation.

Tax Planning

Strategic tax planning and forecasting for individuals and businesses. Long-term tax minimization strategies.

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Financial Matters

Individual Tax Preparation

Professional tax preparation for individuals. Federal, state, and multi-state returns prepared with precision.

Expert Witness

Expert witness services in real estate and mortgage industry. CPA, JD, MBA credentials for litigation support.

Loans and Mortgages

Get the financing you need through our affiliated company TACA Mortgage. We offer FHA, conventional, jumbo, non-QM, business, and specialty loans. Our knowledge of tax returns helps underwriters approve your application.