Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.
Tax Services
Tax Services
- Personal & Business Tax Planning & Preparation
- Estate & Trust Planning & Tax Preparation
- Non Profit Tax Services
- IRS Representation
- Income or Sales Tax Audits
Consulting Services
Financial Services
- Retirement Planning
- Estate & Trust Planning & Tax Preparation
- Gift Tax Planning
- Asset Management
Miscellaneous
Auditing and Accounting Services
- Bookkeeping
- Audits, Reviews & Compilations
- Payroll Services
- Sales Tax Services
- Personal or Business Financial Statement Preparation
Business Services
- New Business Consultation & Set Up
- Business Valuations
- Litigation Support Services
- Debt Management & Financial Management
Computer Support Services
- Accounting Software Selection
- System Implementation & Customization
- Training
- QuickBooks Support & Training
