Realize your Dreams
We are a team of highly accomplished, professional accountants working to provide comprehensive personal and business tax advisory services.
To win a regatta, a rowing team must work collaboratively to steer and power the boat quickly and efficiently to the finish. Independently, each rower is powerful, but it takes a collective effort working in harmony to achieve the goal. Realize can provide the balance, precision, and expertise you need to reach your goals. You know where you want to go. Let us help you get there.
Our Services
Individual Tax Planning
A proactive and thoughtfully crafted tax plan can greatly impact income generation, asset protection, and tax minimization.
Estates, Gifts & Trusts
Regardless of the size of your estate, you need to consider the most tax efficient and thoughtful way to transfer your assets to ensure that your family and financial goals are met.
Client Accounting Services
Ensure that your financial obligations are met and track your investments with a statement of net worth.
Business Tax & Planning
We provide your company with meaningful business advice and make certain you are taking advantage of the tax saving opportunities.
Tax News & Tips
1040 Filings Extended to May 17, 2021
March 15, 2021 marked the one-year anniversary of the Shelter in Place mandate. Shortly thereafter, on March 17th, the United States Treasury and Internal Revenue Service announced for the second time in history that the April 15th tax deadline would be postponed. 2020 tax filings and related tax payments normally due April 15th, for individual taxpayers ONLY, are now due May 17th, 2021.
Important Tax Considerations for Working from Home
As COVID-19 continues to limit our work environment, many employers are continuing to encourage or require their employees to work from home. There are several tax considerations to be aware of regarding remote work arrangements. State Tax Obligations for Employers...
New Rules for Federal Non-Employee Compensation Reporting
Starting in 2021, any business, including sole proprietors, regardless of size, that pays at least $600 for services performed for their trade or business by a person who is not an employee is required to file Form 1099-NEC for tax year 2020 and all years going...