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.

ACCOUNTING & PAYROLL

For our business clients, we provide services such as day-to-day accounting, financial statements, payroll processing, on-site accounting & bill pay, business sales and excise tax compliance, QuickBooks setup and consulting and other services customized to each clients specific needs.

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.

COLLEGE & FINANCIAL AID PLANNING

College financial planning has never been more important.  The rising cost of college education has made it necessary to plan for this major expense well in advance and our resident college & financial aid expert regularly consults with our clients to properly plan and save for college, maximize the financial aid received and determine the best course of action at each state of the process.