Services We Provide

Individual and business tax return preparation and planning

Today's tax laws are extremely complicated. Whether you need a return for you personally or for your business, it's easy to make an error or fail to report something. Our job is to help you stay compliant with the latest laws and make recommendations that could save you on current and future taxes.

Estate planning

Estate planning requires coordination between you, your CPA, your financial advisor and your estate planning attorney. We can help explain gift and estate tax laws that could help guide your decisions surrounding wealth transfer.

Retirement planning

How much can I contribute? How will I be taxed? How much do I need? When should I take distributions? Just a few of the questions that we are asked regularly. The tax laws applicable to your retirement options can be very confusing. Let us help clarify these questions for you.

Financial Statements, Bookkeeping and Payroll

An accurate set of financial statements can be very important when making business decisions and filing tax returns. We offer financial statement preparation, bookkeeping and payroll services to our business tax clients. If you'd like transfer some or all of this burden to us, give us a call and see how we can help. 

Other consulting services

Whether you're starting a new business or looking to transition, it's always a good idea to consult with your CPA beforehand. Let's meet and discuss your options.