Tax Planning and Preparation Services

We know that proactive and aggressive tax planning is critical to minimizing your tax liabilities. When you work with us we make tax planning part of your overall business strategy and not just something we do at year-end.

You can be confident that our firm is on top of the current new developments in the tax laws to decrease both your current and future tax liabilities. We offer practical, proactive and innovative solutions to tax planning that put your business or personal needs first. Our firm provides our individual and business clients with the taxation expertise and knowledge that they deserve year round. We service clients throughout Vero Beach and surrounding communities including Fort Pierce, Port St. Lucie, Sebastian, Melbourne and more.

Our tax services include but are not limited to:

• Preparing tax returns for businesses and individuals
• IRS audit help
• Strategic tax planning
• Alternative minimum tax planning 
• Payroll taxes
• Succession planning
• Estate and trust planning
• SALT (state and local taxes)
• E-file

Our goal is to make the process of tax planning and preparation a simpler process that provides timely, meaningful information, and assists you in minimizing your tax liabilities currently and into the future.

If you would like to schedule a Free Initial Consultation to learn more about the tax preparation and tax planning services we offer to Vero Beach businesses and individuals, send us an e-mail or call Daniel Mace today at 772-770-1272 to schedule a convenient time.