As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.

Tax Services

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Estate & Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

Tax Planning

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

Tax Preparation

Our significant investment in education, computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.

Sales Tax Services

Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

Payroll Services

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Payroll Service

You keep track of employee hours, salary or commission and we will provide the pay checks for the employees, all the tax deposits, and tax reporting required.

Direct Deposit

The employee provides us with a voided check on the bank account that they want the payroll check to be deposited. There is no check signing for the employer, plus the added security of no check fraud. Pay check stubs are provided to you to give to the employee for their records. [ Paperless Payroll ]

Consulting Services

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Business Entity Selection

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

Financial Planning

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

Accounting Services

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Bookkeeping/QuickBooks

Meaningful, well-organized financial records ensure that your business operations will run more efficiently and provide management information that is the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping and periodic reviews.