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Welcome

If you’re searching for a tax firm that pays close attention to what you need, you have found it.  Our firm is a family operated/owned professional service.

See our Value-Added Service Packages!

Learn more

Tax Preparation & Planning

Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.


 

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

  • Tax planning & return preparation

                - Individuals 

                - Corporations 

                - Partnerships 

                - LLCs/LLPs 

                - Estates, trusts & gift 

                - Not-for-profit organizations

  • Taxing authority representation
  • Divorce and support issues
  • Tax effects of buying/selling a business

Accounting & Bookkeeping

We are happy to help you both select and implement a variety of accounting software.  If you don't currently have staff to handle your internal accounting/bookkeeping or you have grown larger than you anticipated, we provide full bookkeeping and write-up services.  We can help you grow!

Audits, Reviews, and Compilations

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on all three levels of assurance:

  • Audit- an intensive examination with the highest level of assurance
  • Review - some analytical procedures conducted with limited assurance
  • Compilation - based upon client information provided and used primarily for internal use.

Business Consulting

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound by consulting with you. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. 

Business 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. 

Financial Statements

We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions. 

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.

Sales Tax Services

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

And more!

If you have needs outside of what is listed here, please contact us.  We are a diverse firm and our skill and knowledge is too great to list.

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