Our Office of Professionals is Here to Help You.

Here's How:

• Reducing your annual tax bill to the legal minimum.
• Starting or growing a business.
• Bookkeeping, sales and payroll taxes.
• Annual tax return preparation and filing.
• Real estate investments.
• College or retirement planning.
• Audits and IRS collections.

Almost every financial decision we make as individuals or business owners will have a tax consequence. From sales taxes, property taxes, income taxes, payroll taxes, business expenses, deductions, tax-deferred retirement savings, tax-free investments, write-offs, tax credits, loopholes, or depreciation -- as Benjamin Franklin famously said, “In this world nothing can be said to be certain, except death and taxes.”

Our mission at Concierge Tax Service is to understand your unique financial situation and your individual and business goals. Then, using all strategies allowed by the tax code, implement planning recommendations that will minimize your tax liability, which frees up cash flow for savings and growth.

Our process is designed to identify missed opportunities and offer personalized opportunities for tax savings. This includes short and long-term tax planning, annual tax filings, tax problem resolution, and financial counseling services. Learn more about what we offer:

Tax Planning

Tax Preparation

Tax Problems

Financial Counseling

Seminars

Coaching and Mentoring