Tax Planning & Preparation

         
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Whether you’re an individual or corporation, we can accommodate your needs. We work with you throughout the year to develop a customized plan with tax-saving strategies that are tailored to your unique situation. Our personal, one-on-one service and expert tax return preparation and advice will give you peace of mind, knowing that your tax return is in capable hands.

We are diligent about remaining up-to-date on the changing tax laws and will examine all of the tax-saving opportunities available to you. We are committed to minimizing your tax liabilities and maximizing your future opportunities—while remaining in full compliance with IRS statutes.

IRS Representation

Nothing strikes fear in the heart more than a notice from the IRS. As such, we serve as your representative in front of state and federal agencies to help resolve your issue in a timely manner with as little stress as possible. Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide you through your situation with ease and expertise.

Specialized Returns we prepare:

  • Corporations
  • Partnerships
  • Farms
  • Rental Properties
  • Trusts
  • Personal Property Tax
  • Gift Tax
  • Not-for-profits
  • Multi-state
  • Adoption Credits
 

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INVEST does not offer tax planning and preparation services.

Client Center

- Tax Records
- Accounting

Our Latest Blog

Selling Your Primary Residence?

August 1, 2017

Courtesy of IRS Tax Tips

Tips to Keep in Mind on Income Taxes and Selling a Home

Homeowners may qualify to exclude from their income all or part of any...

Read More...

Phone: 877.STOREN1 • Fax: 317.852.7070
Email: Storen@StorenFinancial.com