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Accountants and Advisors, LLC

Accountants and Advisors has the experience to provide you with the accounting services that you need.  We are dedicated to keeping our tax preparation skills honed with continuing education courses throughout the year.  As participants in the IRS' Annual Filing Season Program we are highly qualified to prepare your tax returns. 

Our goal is to make the preparation process as easy as possible for you and minimize your tax liability with careful planning. Your tax preparation interview can be conducted either in person, by mail, or virtually in the cloud; whichever is most convenient for you.  Whatever your circumstances may be, we are here to give you the expert advice to help you get through life’s challenges.
Whether you need current year returns prepared or need to plan for retirement or your child’s education, our professional team can assist you with all of your needs.
Accountants and Advisors provides many services, including the following:

  • Individual Tax Preparation

  • Business Tax Return Preparation 

  • Partnership & Corporate Tax Preparation

  • Estate and Succession Planning

  • Tax & Education Planning

  • Business Start-Ups

All Matters of Accounting and Financial Planning

The Federal and State tax landscape is constantly changing and that makes planning crucial for both you and your business. We will take the time necessary to fully understand your financial goals.

Our mission is to build a partnership with you to provide sensible and realistic economical solutions to your financial, accounting, and tax needs.

From tax preparation and filling to strategic long term personal and business planning we want to earn your trust and business. Please call us to schedule an initial no-obligation introduction appointment.

Federal and State Filing Forms

  • Individual Tax Form 1040 Returns
  • State Individual Returns
  • Federal Business Modules: 1120, 1120S, 1065, 1041, 990
  • State Business Modules: 1120, 1120S, 1065, 1041, 990
  • Federal Estate Returns: 706
  • Federal Gift Tax Returns: 709

​Value Added Services

  • Client Organizer - we'll keep you current and organized.
  • Year over Year comparison and recommendations.  
  • Returns filed on-time and accurate.
  • Returns are filed Electronically to expedite your refund.

Tax Planning Defined

Tax planning is the logical analysis of a financial situation or plan from a tax perspective, to align financial goals with tax efficiency planning. The purpose of tax planning is to discover how to accomplish all of the other elements of a financial plan in the most tax-efficient manner possible. Tax planning thus allows the other elements of a financial plan to interact more effectively by minimizing tax liability.

Tax Planning Explained

Tax planning encompasses many different aspects, including the timing of both income and purchases and other expenditures, selection of investments and types of retirement plans, as well as filing status and common deductions. However, while tax planning is an important element in any financial plan, it is important to not let the “tax” tail wag the financial “dog.” This can ultimately be counterproductive, as virtually all courses of financial action will have some tax consequences, and they should not be avoided solely on this basis.