Tax preparation and planning for individuals, small businesses, estates and trusts
Effective tax preparation and planning can help you manage your future tax liability. Don is a tax professional who is tested and licensed with the U.S. Treasury. He maintains required IRS-approved tax training.
Representation before the IRS should an issue arise
Our experienced staff will work directly with the appropriate agency on your behalf if you receive a IRS notice or are being audited
Strategic planning to manage overall taxes paid
We are here year around; tax planning doesn’t end on April 15th. We are here to work with you year around in order to take advantage of strategies that can manage your tax obligation.
Bookkeeping / Accounting Services
Some services may require financial statements and records from a double-entry accounting system. Such records need to be provided by the client via a third-party accountant or bookkeeper. These services are not provided by AIM & Associates.
Offering Enrolled Agent and tax services is an outside endeavor Don is involved with separate and distinct from his role as a financial professional with Cetera Financial Specialists, LLC. These activities, products and services are not sponsored, endorsed by or affiliated with Cetera Financial Specialists, LLC.
