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Tax Planning & Compliance 

Maximize tax savings with Cornerstone's tax services.



If you are an individual, business owner, professional service provider, or not-for-profit entity, Cornerstone can help. Cornerstone has spent years advising individuals, businesses and their owners on complex tax issues.


We work with clients year-round to develop client-specific plans and strategies which culminate in our tax return preparation. Cornerstone has extensive experience advising Limted Liabilitiy Companies (LLC's), S-corporations, C-corporations, partnerships, individuals, trusts, and not-for-profit entities.


We provide the following services:


  • Project tax liability

  • Propose tax saving strategies

  • Prepare tax returns

  • 24/7 access to tax information via our secure web portal

  • Assist with retirement funding maximization and estate tax planning strategies.





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