Tax Preparation and Planning Services

Zick Business Advisor’s tax services go beyond the mere preparation of tax returns. Our goal is to reduce your tax liability, freeing capital to re-invest or to take advantage of future opportunities. This is best achieved through comprehensive tax planning. Whether you’re a business or individual, our tax specialists work with you throughout the year to develop a highly personalized plan with tax saving strategies that are tailored to your specific situation.

We excel in working with individuals and all forms of businesses – sole proprietorships, partnerships and LLCs, S-corporations and C-corporations. We also understand how to create a well-structured trust or estate tax plan, and gifting programs to ensure your family’s security is not in jeopardy. We prepare the necessary returns for trusts and estates in addition to helping with estate planning.

We strive to make the tax filing process as convenient and pain-free as possible. We electronically file all returns and we offer all of our clients a secure and encrypted online Portal where tax documents can be shared, reviewed, and electronically housed. You have 24/7 access to all your financial information via accessing the secure Portal via the Internet.

We are dedicated to serving our clients as a leading source on the complex and ever-changing Tax Code and related regulations and legislation impacting taxation. Our CPAs, EAs and other professionals receive advanced training and engage in continuous learning opportunities on an annual basis to keep our service on the forefront of the tax industry. We maintain top of the line software applications and well defined processes to ensure the quality of work that we perform.

Zick's Tax Clients

The Zick team focuses on working with small business owners and their companies, high net worth individuals or those with complex tax filing requirements, oil & gas related entities, real estate related entities, family investment partnerships and limited liability companies, and trusts and estates.

The Zick Difference

Why work with Zick on tax related matters? Some reasons to consider us include:

• We are a small firm in business for over 60 years with highly experienced tax professionals, including both CPAs and IRS Enrolled Agents
• We strive to establish long lasting, multi-generational relationships
• We provide a high level of personal and professional service
• Our focus on excellent service, reliability, and timeliness
• Our commitment to providing customized tax planning strategies to minimize tax liabilities
• We understand risk areas to keep clients off of taxing agencies’ radar
• We are excellent communicators to make the entire process as pain-free as possible
• We strive to educate your accounting staff for clean records and reduce tax prep fees
• We work well with other advisors and committed to a team approach to your overall financial plan
• We strive to be one of your most trusted advisors in all aspects
• We subscribe to "best in breed" sophisticated software applications to handle the complex aspects of planning and reporting under the Internal Revenue Code and state laws