Tax Strategies & Filings Services

We create a tax plan and help clients ensure they remain compliant with regulatory groups while maximizing the benefits to increase their organizational and personal wealth. PSW will create a tax plan that will be a roadmap for you, your business and family to follow. We work with you throughout the year to monitor progress and make adjustments as needed.

How much you earn is one component of running a business and building wealth – how much you keep is another. Taxes make a significant impact on overall wealth. PSW provides tax planning and reporting to individuals, businesses and not-for-profit organizations. Taxes have a substantial impact on net profitability; our experienced professionals are trained in the complex and often difficult to understand issues, including tax incentives and credits.

• Tax Planning
• Federal, State, & Local Preparation
• IRS Representation
• Payroll Tax Filings & Sales Tax Returns
• Succession, Transition & Exit Planning
• Trust Tax Preparation
• Financial & Retirement Plans