We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.
Individual and Business Clients
Tax Planning | Tax Preparation | Estate & Trust Tax Preparation | IRS & DOR Representation | Sales Tax Services | Book Keeping & Write-Up | Reviews & Compilations | Payroll Services | Offer in Compromise | Business Entity Selection | Business Succession Planning | Estate Planning | Financial Planning | Retirement Planning
Wide Range Specialists
Personalized Quality Service
Individual or Business Clients
Our Services: Explained
Tax Planning
Our experience and access to the most current developments in the tax laws will minimize both your current and future tax liabilities.
Tax Preparation
Estate Tax & Trust
IRS & DOR Representation
Our years of experience with tax authorities provides a level of competence that will ensure you are confidently represented before the various federal and state tax agencies.
Sales Tax
We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner in addition to sales tax submissions in many different vicinities.
Bookkeeping & Write-Up
We provide well-organized financial records to ensure that your day-to-day business operations will run more efficiently and are the foundation of a successful business.
Review & Compilation
We provide solutions for maximizing your company’s profitability and efficiency through our financial reporting process. Our two levels of assurance in financial reporting are Review and Compilation.
Payroll
We make the payroll service process simple, affordable, and cost-effective for companies of all sizes.
Offer in Compromise
An OIC is when the IRS is willing to settle on a smaller amount than owed regarding tax debt. We have had great success and can assist in preparing an OIC.
Business Entity Selection
We can assist you in evaluating the pros and cons of each Business Entity type to help you determine the most advantageous form of business for your company.
Business Succession Planning
Effective coordination of the transition of your business to your successors is critical for the continued success once you decide to depart from day-to-day operations. We will assist you in developing a strategically sound plan.
Estate Planning
We can finalize getting your financial affairs in order. This will provide security for your spouse and can reduce or eliminate the tax due on the transfer of your business and other assets.
Financial & Retirement Planning
Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.
Other Services
We also offer comprehensive Consulting Services. If you do not see a service listed that you are interested in pursuing please reach out to us today.