Cloud-based Tax Preparation Services

Our tax service provides the support, objectivity and expertise businesses need to succeed within the context of an ever-changing tax landscape.

Software Overview

We use the number one cloud-based professional tax software, ProConnect Tax Online.  ProConnect Tax Online uses industry accepted security techniques to transmit your private data over the Internet. Additionally, electronic filing services are provided through the same system used to submit millions of professional and consumer filed tax returns every year. Your tax data is encrypted and stored on Intuit servers.  All servers are firewall protected, redundant servers. 




QuickBooks Online Accountant integration 

We use the Trial Balance feature to import client data directly into    ProConnect Tax Online in just a few clicks.


Efficient data collection

We can request and share documents easily through our secure, integrated client portal and save time on every return. 



We use e-signature to accelerate our tax preparation process by giving our clients an easier way to sign authorizations and returns.


Forms supported

ProConnect Tax Online, is based on the Lacerte tax engine which has been around since 1978, supports more than 5,600 forms and schedules for forms including 1040, 1120, 1120S, 1065, 1041, 990, and 709.

Taxation Services

We have extensive experience in tax return preparation and are skilled with our tax preparation software system. Our professionals understand the ever-changing tax laws and regulations and can assist clients in maintaining tax reporting obligations. Additionally, our professionals pursue varying continuing education courses to stay current in tax issues affecting their clients, including attending both national and local tax seminars.

Tax preparation services available are:


  • Preparation of individual (Form 1040) and state and local tax returns, including Schedule C for sole proprietors. 

  • Preparation of Form 1120 (regular corporation), 1120F (foreign corporation ), 1120S (S corporation), 1065 (partnership and LLCs).

  • Preparation of state and local returns on a stand-alone or combined basis.

  • Preparation of various forms for tax-exempt entities and private foundations.

  • Preparation of various foreign information forms including Forms 926, 3520, 3520-A, 5471, 5472 and TD F 90-22.1.

  • Preparation of various forms for foreign persons’ U.S. source income including Forms 1040NR, 1042, 8804, 8805 and treaty positions.

Services for Individuals

  • Tax compliance and planning.

  • Tax return preparation.

  • Personal income tax planning.

  • Tax services for U.S. citizens abroad.

Services for Businesses

  • Sales and payroll tax return preparation.

  • Income tax return planning and preparation.

  • Form of ownership and employee benefits tax planning.

  • Assistance in the selection of accounting methods, legal organization and financial reporting.