tax preparation & planning

We have been preparing taxes for clients since 2013. 

An understanding of clients' personal AND business situations helps to eliminate the common breakdown (and many times blame placing) that can occur when one entity prepares a business owner's business taxes and another prepares personal tax returns. tax preparation & planning for Acworth Rome, Cartersville, and the world, virtually.

Understanding clients' total financial situations, goals & objectives brings an enhanced ability to be sure that the client maximizes their tax situation, which cannot ( and should not) be done in a vacuum.

Although tax planning and tax compliance differ, thoughtful planning and careful preparation are complementary and interdependent.

The combination of an understanding of tax law & process that comes with Lane's law degree and over 30 years of providing financial advice helps to ensure compliance with Title 26. of the US Code (colloquially referenced as the Internal Revenue Code), Treasury Regulations, and the case law from the US Tax Court, Federal District Courts, and the Court of Federal Claims (as well as all appeals ... including the final court of appeals for all federal cases, the US Supreme Court.)