Our Services

We focus on the hard stuff, so you don't have to!

Our goal is to help you with your tax and accounting needs. We provide a variety of services from tax planning and consulting to preparing individual and business tax returns. We not only assist you with your taxes, we help you plan for a better, more secure future.

Financial Statements

  • Reviews
  • Compilations
  • Special Reports
  • Special Procedures

Accounting Assistance

  • Business Start-up
  • Bookkeeping
  • Payroll and Reporting
  • Franchise Tax Reports
  • Temporary Help
  • Personal Accounting

Business Consulting

  • Business Plans
  • Budgeting & Planning
  • Cash Management
  • Accounting System Reviews

Tax Planning

  • Income Taxes
  • Estate & Gift Tax
  • Employee Benefit Plans
  • Retirement
  • Choice of Entity
  • Liquidations

Tax Reporting

  • Business
  • Individual
  • Gift & Estate
  • Trusts
  • State & Local
  • Payroll
  • Not-for-profit Organizations

Representation Before Tax Authorities

  • Audit Assistance
  • Appeals
  • Ruling Requests

Contact Us

Out of an abundance of caution we have closed our office to any in-person meetings.  We continue to work and ask our clients to upload their documents to us and chat over the phone as needed.  We are also accepting documents by drop off or snail mail.  Of course, you can always call us!