Our firm will always focus on your individual needs, and  treat you like a client who matters,We are large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

We will thoroughly study your personal situation, and tailor our advice to your specific needs.

Tax Preparation & Planning

Effective tax preparation and planning can help you minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including how upcoming business opportunities impact your tax status and vice versa.  We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce your tax liabilities.

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Payroll Services

Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge.We can proactively alert you to changes that will affect your business and your employees. We will keep payroll running smoothly regardless of how large your business and your employee population become.

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Sales Tax Services

State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.

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If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.

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Financial Statements

Financial statements are an important tool for management decision making. They also represent your business to lenders, partners, potential buyers and other interested parties. We will work with your key personnel to develop and finalize accurate and timely financial statements.

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Estate & Trust Tax Preparation

Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a difficult time. We will work with your legal counsel, structuring your estate and trusts to minimize taxes while ensuring a smooth transition to your heirs. We are available to handle all estate and trust tax-related matters.

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Business Consulting

We are available to help you deal with many business problems or opportunities. We stand ready to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business knowledge and analytical capabilities to help you make the right decisions.

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Business Entity Selection

The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. As your business grows and changes, your business entity type may also need to change. We can help you make the right decision by explaining each choice and its implications

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IRS Representation

An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, our years of experience in dealing with tax matters and IRS audit procedures will ensure that you are properly represented when dealing with the IRS and other tax authorities.

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Call today to schedule an appointment!