Individual Tax and Estate Planning

• Complex tax filings and consulting for complex tax situations
• Support for IRS and State information requests and audits
• Estate planning services for minimization of unintended tax consequences

Business Services

• Tax filings and consulting in the following areas:
  • Income
  • Sales and Use
  • Payroll and Unemployment (and related administration)
• Financial statement preparation and review
• QuickBooks support – ProAdvisor services

Non-Profit and Trust Reporting

Specialized knowledge and experience in the following areas:

• Construction and home renovation
• Medical and dental practices
• Professional Services (financial advisors, attorneys)
• Real estate sales and ownership
  • Commercial and Residential
• Retail and wholesale
• Restaurants, bars, and entertainment venues
• Software Developers
• Staffing services
• Transportation

As a client, you can expect individualized services with a low-pressure, friendly approach.  We feel that those joining our clientele become part of our extended family!

With an excellent client retention and satisfaction rate, we are extremely proud of the high-quality services our firm provides.

Please explore the extended list of services we offer, and the many helpful resources available.

When you are ready to learn more about what we can do for you, we encourage you to contact us.