We'll handle your taxes - so you can enjoy your life.
With tax codes becoming increasing complex, it’s critical to have an advisor who understands how to navigate the changing landscapes of federal, state and local legislation.
With our deep understanding of tax legislation, we uncover unseen liabilities, help you structure your business to minimize your tax burden, and identify ways to reduce your tax burden across the board.
From personal tax returns for individuals to tax preparation for small and midsized businesses, we have experience you can trust. We’re constantly refining our skills and staying informed of adjustments in the tax laws. We make it our aim to keep pace with the most current Federal and State tax regulations in order to prepare accurate tax returns for all of our clients.
Tax Return Preparation and Filing
We specialize in assisting individuals, businesses, and organizations with their tax filing obligations, ensuring compliance with local, state, and federal tax regulations while taking advantage of any deductions, credits, or other opportunities to minimize tax liability.
We follow a process to ensure that we can accurately prepare and file your tax returns:
1 - Client Consultation
Meet with clients to review pervious tax years, discuss their financial situation and gather information on income sources, expenses, household, deductions, business/real estate/partnership holdings and any other relevant financial details
2 - Document Collection and Review
Review financial documents such as personal and business returns from previous years, W-2s, 1099s, receipts, bank statements, books and records and other supporting documentation.
3 - Return Preparation
Complete the appropriate tax forms based on the client’s financial situation.
4 - Review Preliminary Tax Returns
Conduct a thorough review of the prepared tax returns with clients to check for accuracy and completeness and address any client questions.
5 - Proactive Discussions
Assess the client’s financial situation to identify potential tax-saving opportunities. Provide advice on strategies to minimize tax liability within the bounds of the law.
6 - Calculate and Review Final Tax Liability
Calculate the client’s tax liability based on the information provided. Review with clients and get their approval to file returns.
7 - File Returns
Prepare and file tax returns electronically using the appropriate channels.
Tax Planning
Tax Preparation & Planning
With tax codes becoming increasing complex, it’s critical to have an advisor who understands how to navigate the changing landscapes of federal, state and local legislation.
With our deep understanding of tax legislation, we uncover unseen liabilities, help you structure your business to minimize your tax burden, and identify ways to reduce your tax burden across the board.
Estate & Trust Tax Preparation
The most effective way to protect your estate is to plan for it now. With intelligent structuring, you can avoid the complications that plague those who haven’t planned properly.
Endeavor works hand-in-hand with your legal counsel to structure your estate the right way, so that it transitions smoothly to your heirs – with minimal tax burden.
Additional Tax Services
Business Entity Selection
When it comes to taxes, not all businesses are created equal. The entity you select has enormous implications for both your tax and financial liabilities.
Endeavor helps you structure your business properly from the beginning.
We work with you to select the right entity type, address key financial issues and advise you on your liabilities as your business grows and evolves.
IRS Representation
The last thing anyone wants is an audit – or even a letter – from the IRS. And if you don’t know how to navigate these turbulent waters, they can be scary indeed.
We bring years of experience to ensure that you’re properly represented for both federal and state tax issue. We work directly with the IRS and state tax officials to make sure that any issues are resolved swiftly and smoothly.
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Inquiries, questions or thoughts?