Client Services

Tax Services

  • Tax Planning & Preparation

    Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

  • Estate & Trust Tax Preparation

    Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

  • IRS Representation

    During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

Consulting Services

  • Business Startup Services and Entity Selection

    Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

Accounting Services

  • QuickBooks

    Accurate financial statement preparation on a timely basis will help you manage your business operations. We provide initial setup, training and ongoing support as well as monthly input of transactions and bank reconciliations.

  • Bookkeeping Services

    Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

  • Sales Tax Services

    Many of our clients are responsible for collecting and submitting sales taxes in many different locations. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

  • Payroll Services

    As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.