Tax Services for Individuals, Families, & Businesses

We believe no one executes like us – from simple 1040s to complex estates, partnerships, etc.

your expert tax advisor

Saving our clients money and headache

As investments, partnerships, and families grow, so does the complexity of your tax reporting.

However, individuals and businesses with complex tax scenarios need not fear. We have the expertise to guide you through the ever-evolving federal tax code efficiently and carefully.

We believe our clients should take advantage of every opportunity in the tax code for savings while maintaining strict compliance.

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Tax Services We Offer

Our tax professionals solve problems….

Tax Accounting & Filing Services

  • Simple individual taxes (1040EZ)
  • Regular individual taxes (1040)
  • Businesses (Schedule C)
  • Partnerships (1065)
  • S-Corps (1120s)
  • Real Estate and investments
  • Business acquisitions and mergers
  • Gifts and charitable donations
  • Estates and trusts
  • Tax-deferred and tax-advantaged retirement plans
  • Special situations

*Sureway Advisors is not a CPA firm

We can find savings and set you up for tax efficiency….

Tax Forecast & Planning Services

  • Reduce the current year’s tax liability
  • Defer the current year’s tax liability to future
    years, thereby increasing availability of cash for
    investment, business, or personal needs
  • Reduce any potential future years’ tax liabilities
  • Maximize the tax savings from allowable
    deductions
  • Minimize the effect of the AMT on this year’s
    tax liability
  • Maximize tax savings by taking advantage of
    available tax credits
  • Maximize the amount of wealth that stays in
    your family
  • Minimize capital gains tax
  • Minimize the Medicare Contribution Tax on net
    investment income
  • Avoid penalties for underpayment of estimated
    taxes
  • Manage your cash flow by projecting when tax payments will be required.
  • Minimize potential future estate taxes to maximize the amount left to your beneficiaries and/or charities (rather than the government)
  • Maximize the amount of money you will have available to fund your children’s education as well as your retirement