Services We Offer

TAX COMPLIANCE SERVICES:

  • Individuals
  • Partnerships
  • Limited Liability Companies
  • Corporations
  • Trusts and Estates
  • Private Foundations

ACCOUNTING AND ADVISORY SERVICES:

  • Compilation of Financial Statements
  • Review of Financial Statements
  • Personal Financial Statements
  • QuickBooks Advising and Support
  • Bookkeeping
  • Consulting Services

TAX PLANNING AND CONSULTING SERVICES:

  • Income Tax Planning
  • Personal Financial Planning
  • Retirement Planning
  • Estate and Gift Tax Planning
  • Cash Flow Planning
  • IRS Representation
  • Business Tax Planning
  • Business Succession Planning
  • Business Entity Selection
  • Business Restructuring
  • Buying & Selling a Business
  • Business Consulting Services