Our Services

We specialize in providing quality services to individuals and the business community. We offer comprehensive life events planning and business, tax strategies and guidance.

 

Life Events Planning

We offer sound, expert advice on a variety of financial situations that individuals are likely to encounter over their lifetimes. The broad range of topics includes everything from buying a house, getting married, getting divorced, deciding to retire, and everything in between.

 

Business Strategies

We provide valuable guidance for new business start-ups, tax planning, and consultation services for our clients' business operations through every stage of a company's growth.  Whether it is selecting a business structure, assistance with financing, helping write your business plan, picking proper insurance coverage, we can help guide you through the maze of business ownership.

 

Investment Strategies

We provide general information on various forms of investments and their tax benefits. (We do not recommend specific investments).

 

Tax Strategies

We offer information on suggested tax-savings opportunities that clients can implement immediately.  Whether you own a business, are retired, or somewhere in-between, we can help you take advantage of current tax laws to ensure you are paying the least amount of tax possible.

 

Tax Preparation and Representation

We offer full service tax preparation services from a simple 1040EZ to a complex multi-state corporation tax return.

  • We represent clients on all levels of a tax audit, whether it be a local, state or federal tax agency
  • Preparation of delinquent tax returns as well as amended returns
  • Preparation of Offers In Compromise

 

Back Office Bookkeeping Services

We also offer our clients on or off-site back office or bookkeeping services. This is perfect for businesses that are just starting up or may be a little short-staffed.  We can handle as much or as little of your daily bookkeeping as you need.  Some clients have us "do it all", while other simply have us spot check the books on a monthly/quarterly basis to make sure everything is running as it should.