Corporate & Individual Tax Compliance Our services for individual compliance range from personal 1040 preparation to Sole Proprietorship’s and state tax issues. Our services for business compliance range from partnerships and all flow through entities to C Corporations. Trust & Estate Compliance This relates to future wealth planning and retirement strategies. We assist our clients in accumulating the proper mix of professionals to be sure the retirement vehicles being used are maximized. Tax Planning, Research and Consulting We provide year-end tax planning for all of our clients to help maximize tax savings and minimize stress. These tax strategies can come in the form of tax deductions or actual dollar for dollar tax credits.