Serving Your Personal Tax and Accounting Needs

Here at Exclusive Tax Service, we devote our practice to understanding each of our clients, caring about their goals and successes, and proactively responding to every client’s needs. Our tax strategies minimize your tax contributions while maximizing your income on financial statements. We strive to provide such a high value to our clients that they refer our services to their friends, family and colleagues.


Income Tax Prep

Exclusive Tax Service 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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Benefits & Payroll

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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Important Planning Information

Tips on Planning for 2020


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 Exclusive Tax Service

We have been providing individuals and businesses with expert financial and tax advice for over 20 years. We have an Investment Committee that brings decades of experience in the industry and drives our strategy for investments, allocation expertise, and portfolio building. This ensures that our investments are of the highest caliber through corroborated research and the latest investing tools in today’s industry

Frequently Asked Questions

Are there additional tax deductions I can take for being self-employed?

An initial expense you may be able to deduct is for business equipment up to $500,000 for 2016 (same as 2015), rather than writing it off over multiple years. Self-employed business people may also deduct 100% of their health insurance premiums. In addition to those, you may also deduct your investments in a Keogh, SEP or SIMPLE IRA plan

Are there benefits to filing a separate tax return than my spouse instead of filing jointly?

If you’ve experienced one of the following, it may be more beneficial for you to file separately instead of jointly:
• You have relatively equal incomes.
• One spouse has significant medical expenses, various itemized deductions or casualty losses.
Filing separately may benefit these couples because the adjusted gross income will be calculated separately for taking the above deductions.

What is the most tax beneficial way to give to charity?

When you plan on making a charitable contribution that you plan to deduct on your taxes, donate the appreciated capital asset rather than selling it and donating the after-tax proceeds to the charity. If you donate the asset itself rather than cash from the sale of it, you can avoid paying the capital gains tax on the sale, and you can deduct the item for the full fair-market value.

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