Full Solutions 

​Our tax preparer specializes in accurately preparing and filing tax returns for individuals and businesses, ensuring compliance with federal, state, and local tax laws. Their primary role is to streamline the tax filing process and ensure accuracy in tax reporting. Our team gathers financial information, calculate tax liabilities, and identify potential deductions or credits to maximize refunds or reduce taxes owed. While our preparers provide essential filing services, the strategic tax planning is left to our advisors. 

Our team of tax advisors provides expert guidance on tax planning, compliance, and strategy to help individuals and businesses minimize tax liability, while staying compliant with tax laws. We assist with identifying deductions and credits, structuring transactions for optimal tax savings, and ensuring accurate and timely tax return filings. By navigating complex tax situations, we help reduce financial risks and maximize overall financial efficiency.

​As a 1031 exchange intermediary, also known as a Qualified Intermediary (QI), we facilitates like-kind exchanges under Section 1031 of the IRS tax code. Our aim is to help clients defer capital gains taxes by ensuring compliance with IRS rules throughout the exchange process. By acting as a neutral third party, our team ensures a seamless, tax-compliant transaction, allowing investors to maximize their capital reinvestment.