Services

We perform tax research and detailed tax planning for those who need it. We will analyze potential transactions and perform “what if” analysis. We will advise you and help you implement available tax minimization strategies. If you are about to enter into any significant financial or legal transaction, we strongly urge you to consult with a CPA beforehand. Whether you are selling property or a business, or a loved one has passed away and you are poised to inherit assets, or countless other situations, there can be unpleasant tax ramifications that you need to know about and plan for. Once the transaction is completed, and the end of the year has passed, there is very little your tax advisor can do to help you minimize tax and underpayment penalties

We prepare tax returns for:

• Corporations
• Individuals
• Partnerships and Limited Liability Companies
• Estates and Trusts
• Not for Profits

Tax return preparation is our primary business and we pride ourselves on complete and accurate returns with absolute attention to detail

Our firm can prepare financial statements for your business, for use by banks, investors, and other third parties.

We provide bookkeeping services on a monthly or quarterly basis to many of our business clients. We can assist you with bank statement reconciliation, and receivables and payables tracking and analysis.

Our firm offers a wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line. We can also assist you with accounting software selection and implementation.

Stop wondering if and how your business will continue without you there. Our firm, and the attorneys and financial advisors that we partner with, can suggest many courses of action to provide assurance that your business will enjoy a smooth continuance and that your heirs and business associates will be well protected.