What We Do
Tax Preparation
We have over 45 years of experience preparing personal and business tax returns, ensuring accuracy and timeliness. We work across all states as well as several countries, providing full-service completion including federal, state, and local returns.
Tax Projections & Planning
If you need assistance calculating estimated quarterly payments, completing a W4 with a new job, or trying to creatively and legally plan to reduce your taxes, we utilize powerful tools and experience from 1000's of clients to optimize your preferred tax outcome.
Business Planning & Services
Starting a business or owned a business for decades? No matter what your story, we can help with all of your business needs including return preparation, sales tax, entity selection, payroll, bookkeeping, technology and software selection, and more. Just ask for full details!
Retirement & Generational Planning
Looking forward to that next phase of life? Unsure of how to prepare financially and tax-wise for retirement? Our experts help you set goals and plan ahead so you can rest assured that you'll be ready. Even if that next phase of life means planning for generational wealth.
Representation & Audit Assistance
Received a letter or notice? We are here to help. We have licensed professionals with decades of experience working on representation and resolution work. We use software to monitor your tax status so we can hedge off any notices before you even receive a letter!
Identity Protection & Safeguarding
Been the victim of identity theft? Has your personal information been stolen or compromised? Our tech experts will help you lock down your personal data and protect it from future release - and monitor future activity to protect your sanity and savings.
Everything you need in
one all-inclusive
package.
A comprehensive package to account for all of your tax-related needs.
Tax Preparation
Completion and filing of your income tax returns (federal, state, local, rebates).
Dependent Returns Included
We want to make filing as easy as possible: your dependent returns are included!
Tax Planning, Estimates, & Retirement
Working with you individually to reduce your tax burden, plan for retirement, and estimate taxes.
Year-Round Questions & Answers
Have a question during the year? You can reach out to us and we will assist.
Letter & Notice Assistance
If you receive a letter or notice, we will work with you to provide basic assistance. We will also monitor your account for changes in advance of a notice.
Tax Strategies & Quarterly Updates
The tax code is continually changing; we will keep you up to date on changes & strategies.
Our Clients Speak About Us
I have worked with Brad since his father passed in 2009 and he has saved me thousands of dollars in taxes and helped me keep my sanity with large business decisions.
I cannot say enough positive about the Messner & Fox Team! They helped me plan for retirement so I can spend more time with my handsome Star.