If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
Individual and Small Business Tax Return Preparation
Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.
Trust and Estate Tax Return Preparation
Estate matters affect everyone. By taking proactive steps today you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs.
Corporate Tax Return Preparation
C-corporations (Form 1120), S-corporations (Form 1120-S) and Partnership (Form 1065) returns prepared timely and professionally.
Tax Planning for Individuals and Small Businesses
Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.
Tax Representation before the IRS
Representation of clients in an audit with the IRS and other tax authorities.
Bookkeeping Services Using QuickBooks Desktop Accounting Software & QuickBooks Online
Timely, efficient bookkeeping services are available for businesses of all sizes using QuickBooks desktop software and QuickBooks online. Computerized accounting is prepared monthly, quarterly or annually depending on the client’s needs.