Comprehensive Financial Solutions

From strategic tax planning to meticulous return preparation, we provide the full spectrum of services to protect and grow your wealth.

Individual Tax Services

We take the stress out of filing. Our process is designed to be as convenient as possible for you. From gathering documents to electronic filing, we handle the heavy lifting so you can focus on what matters most.

We specialize in complex individual situations, including inheritance tax, rental property income, and investment dividends. Our meticulous approach ensures accuracy and maximizes your refund potential.

Services Include:

  • Federal and State Tax Preparation
  • Estate & Trust Tax Preparation
  • IRS Representation
  • Inheritance Tax Guidance
  • Rental Property Income
  • Investment Dividend Reporting

The Planning Advantage:

  • Year-End Strategies

    Defer income, accelerate deductions, and optimize your position before December 31st.

  • Retirement Optimization

    Maximize contributions and minimize distribution taxes.

  • Entity Selection

    Choose the right business structure to minimize self-employment and income taxes.

Strategic Tax Planning

Don't wait until April. Tax planning is a year-round activity that can save you thousands. We create proactive strategies to minimize liability and maximize efficiency before the year ends.

Our strategic planning sessions analyze your complete financial picture—income sources, investments, business activities, and life changes—to identify opportunities most CPAs miss.

Business Tax & Advisory

Your business is your livelihood. We help you protect it. We go beyond compliance to offer strategic advice that improves cash flow and supports sustainable growth.

We understand the unique challenges of Lafayette's local economy, from the energy sector to the service industry. Whether you're a sole proprietor or managing a growing LLC, we provide tailored solutions.

Business Services:

  • S-Corp & LLC Tax Strategies
  • Payroll Consultation
  • New Business Formation
  • Quarterly Estimated Taxes
  • Business Expense Optimization
  • Entity Structure Advisory

Financial Consultation

Taxes do not exist in a vacuum. We offer consultation services to review your investment portfolios in the context of tax efficiency. We work alongside your financial planners to ensure your retirement strategy is tax-optimized, helping you keep more of what you have earned.

Portfolio Review

Analyze investments for tax-loss harvesting opportunities

Retirement Planning

Optimize withdrawal strategies to minimize lifetime taxes

Wealth Transfer

Estate and gift strategies for multi-generational planning

Ready to Get Started?

Every financial journey is unique. Let us help you find the right path.

Schedule Your Consultation