SAGE Tax Advisory provides advisory-based tax solutions using a harmonized approach. We work directly with your trusted advisors in order to facilitate an efficient and comprehensive financial solution.

We work diligently to understand the unique and special circumstances of each client and their needs. We strive to deliver Service Excellence and work hard to facilitate long-term trusted relationships.

The world of tax and accounting is complex, our clients’ personal and business finances can be equally complex. Creating and managing a comprehensive tax strategy requires a unified and coordinated approach backed by a team of dedicated specialists.

Solution Center

The solutions we provide are based on a deep and intimate understanding of our clients’ needs and special circumstance. When problem solving, we do not view the world through a single lens, rather we take great pride in a collaborative and prescriptive approach. We view each client relationship as an opportunity to bring to bear the expertise of our full ability and talent.

What do you need to solve for and how can we help?

Let’s start moving forward today

Our Process

Accounting is the language of business. It is a discipline of numbers and a seemingly endless stream of changing rules and laws. It is a complex and dynamic field that requires the attentiveness and discipline of seasoned and practiced professionals.

Over decades of work with individuals, families and businesses, we have learned that effective solutions come not only from an examination of the numbers and the application of the appropriate rules and laws, but also through a deep understanding of our clients’ needs which comes from a commitment to developing trusted relationships with our clients. Understanding the WHY behind your goals and objectives will help lead us to the WHAT, the development and implementation of your custom financial solution.

Services

Tax Services

We take a proactive versus reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key planning opportunities.

Business Accounting Services

In order to best serve our business clients, we believe it is important to develop deep relationships and a keen understanding of their business operations.

We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year.

Our tax services include the following but are not limited to:

returns

Federal/State income tax return preparation for individuals, businesses and trusts – preparation of various returns while remaining compliant with changing tax laws and regulations.

represent

Representation before federal and state taxing authorities – Our level of competence ensures our clients are being properly represented before various agencies.

strategies

Tax planning and projections – implement various strategies in order to minimize the amount of taxes paid for a given period.

Our business advisory team can use their experience to develop custom strategies that work for you.

We can help your business improve performance management, cash flow management and business processes.

icons-financial-services

Financial Statements – we can assist you in the preparation of your financial statements in accordance with professional standards. The financial statements are a useful tool for management making decisions.

books

QuickBooks set up and consulting – Streamline your bookkeeping systems and set up a system of checks and balances.

choosing

Business Entity Selection and Set Up – We can assist you with choosing the entity of your business (Limited Liability Company, S Corporation, etc.). We can help you determine which is the most advantageous selection for your company.

About Us

Shared Planning

Core Values

With decades of public accounting experience, we have come to know that no single approach fits every situation. Our clients are confident that when they work with us that they have our full and focused attention as we assess their needs in the most efficient way possible. We are a learning organization and believe in educating our clients on the strategies and solutions we apply to their special circumstance so that they can be partners in the decision making process.

We have found that when working with our clients’ other advisors in a collaborative and non-isolated manner, our clients benefit by better decision making and better long-term planning. When sitting with other trusted advisors, the communication is more direct, efficient and accurate. Further, together we can identify potential problems and opportunities that might not have been discovered alone. As proactive tax advisors, we work with our clients and their needs year-round. Our aim is to be in constant communication with our clients’ other trusted advisors to ensure any changes in their life are addressed throughout the year and not just during tax season.

We are guided by our core values that define how we conduct ourselves in life and in business. Our core values speak to the highly principled and professional nature of our work and of our client relationships.

HONESTY. Be honest in all situations and relationships. We believe our word is our bond. “No legacy is so rich as honesty.” -William Shakespeare

INTEGRITY. We believe in doing what is right even when no one else
is looking. “The time is always right to do what is right.”
-Martin Luther King Jr.

ACCOUNTABILITY. We are obligated to accept responsibility
for the principles on which we base our advice. “The price of greatness
is responsibility.” -Winston Churchill

PURSUIT OF EXCELLENCE. We strive to provide outstanding service, solutions and care for each other and our clients. We are never satisfied with the status quo. “We are what we repeatedly do. Excellence, then,
is not an act, but a habit.” -Aristotle

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