We are a tax and accounting practice that truly understands our clients and clients’ companies, we care about their success, and are responsive and proactive to each client’s interest. We use legitimate tax strategies to minimize taxes while focusing on maximizing financial statement income. Our goal is to provide such value to our clients that they recommend us to their family, friends, and colleagues.

Income Tax Prep

Horizon Tax and Accounting LLC can prepare tax returns for businesses and their owners, as well as Estates and Trusts.

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From start-ups to established entities, businesses rely on accurate financial information in order to maintain profitability and capitalize on more opportunities.

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Payroll & Benefits

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies.

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Estate Planning

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership,

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Important Planning Information

Tips on Planning for 2018


Dana, I am so glad that I have met you. I don't worry anymore about my books or taxes. That is such a relief to finally have someone I can trust and cares about their clients. I look forward to seeing you each month!
Darlene H.
Personal Tax Client
I never worry about my taxes anymore. Dana knows all the latest law changes and how to apply them. She is flexible with her schedule and always there for a phone call or text whenever we have a question.
Linda Q.
Business Owner

About Us

We have over 20 years of experience providing expert financial advice for both businesses and individuals. Our Investment Committee brings decades of industry expertise in driving our investment approach, portfolio construction, and allocation advice. The committee ensures our investments are best in class, combining substantiated research with the most effective investing tools available today.

Frequently Asked Questions

What special deductions can I get if I'm self-employed?

You may be able to take an immediate expense deduction of up to $500,000 for 2016 (same as 2015), for equipment purchased for use in your business, instead of writing it off over many years. Additionally, self-employed individuals can deduct 100 percent of their health insurance premiums. You may also be able to establish a Keogh, SEP or SIMPLE IRA plan and deduct your contributions (investments).

Can I ever save tax by filing a separate return instead of jointy with my spouse?

You sometimes may benefit from filing separately instead of jointly. Consider filing separately if you meet the following criteria:
• One spouse has large medical expenses, miscellaneous itemized deductions, or casualty losses.
• The spouses' incomes are about equal.
Separate filing may benefit such couples because the adjusted gross income "floors" for taking the listed deductions will be computed separately.

What's the best way to give to charity?

If you're planning to make a charitable gift, it generally makes more sense to give appreciated long-term capital assets to the charity, instead of selling the assets and giving the charity the after-tax proceeds. Donating the assets instead of the cash avoids capital gains tax on the sale, and you can obtain a tax deduction for the full fair-market value of the property.

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