Tax Preparation and Planning

We provide a wide range of tax services, including preparation of personal, corporate, partnership and trusts.Through year-long planning and consultation and with the aid of leading, comprehensive tax software, we are able to propose strategies for tax minimization.  Other services include, but are not limited to:

• Electronic filing
• Representation before the IRS
• Sales and payroll taxes
• Free one-hour consultation for prospective new clients (may be limited during tax season)
• Multi-state returns

General Accounting

We specialize in Quickbooks installation and training to assist our clients in the processing of the internal financial information.  We also prepare compiled and reviewed financial statements on a monthly, quarterly, semi-annual basis depending on the needs of the client.

Consulting

We offer a wide range of consulting services including, but not limited to the following:

• Choice of business entity
• Choice of accounting software
• Record-keeping requirements
• Exercising stock options

In addition, we offer a vast network of professional referrals and contacts to help you with financial and retirement planning, estate planning, pension planning, insurance and asset protection.