Tax Services

Tax Preparation
Individual, corporate, partnerships, fiduciary, estates, gifts and homeowner associations

Tax Planning
Tax planning is the key to successfully and legally reducing your individual and business tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your personal and business after-tax income.

Tax Problems
We’re here to help you resolve your tax problems and put an end to the misery that the IRS can put you through. We pride ourselves on being very efficient, affordable, and of course, extremely discrete.

Business Services

Small Business Accounting
As a small business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits.

Reviews and Compilations
Stockholders, creditors, or private investors have different levels of risk tolerance, so we provide these financial reporting levels of assurance to meet your needs.

Bank Financing
Requesting a business loan without adequate preparation sends a clear message to the lender: High Risk! It pays to be prepared and organized in your approach for financing.

Strategic Business Planning
If you still have all your plans and ideas locked up inside your head, preparing a strategic plan can help you clarify your company’s direction.

Succession Planning
Developing and implementing a well-designed succession plan is essential to the survival of a family business from one generation to the next.

New Business Formation
Opening your own business is exciting and thrilling. It’s everything that comes after the excitement and thrill has worn off that dictates whether a small business will make it or not.

Internal Controls
We assess your internal control systems to determine the efficiency and effectiveness of your operating procedures, then we make recommendations that help your company become stronger.

QuickBooks is the ideal business accounting software for small to mid-sized business owners, but setup and management can be tricky. Let us get you set up and running.