TAX COMPLIANCE, PLANNING & CONSULTING

We offer a wide range of tax compliance services including federal and state individual, partnership, corporate, estate, trust, and exempt organization tax returns.  We also provide tax planning and consulting for our clients ranging from answering simple, tax-related questions from our clients to fully-researched, complex tax plans and tax reduction strategies.

BOOKKEEPING

For our business clients, we provide services such as bookkeeping, business sales and excise tax compliance, accounting system setup and consulting and other services customized to each client’s specific needs. We do not offer payroll processing services.

BUSINESS & FINANCIAL CONSULTING

Our clients' tax and financial situations can change quickly, and they rely on us to provide timely and useful guidance during each phase of their lives.  We offer consulting for business transitions, new business setups and entity selection, retirement, inheritance and estate tax issues as well as many other areas.