Individual Income Tax Preparation

Electronic filing is available where applicable. We offer Federal tax preparation as well as all other states. We can schedule quarterly estimated tax payments as required.

Real Estate Planning Services

With proper tax planning, investment in rental property can be very profitable. It is simply a manner of knowing which tax provisions benefit your situation. From purchasing to cash flow or financial analysis to selling and even like-kind (1031) exchanges, our firm can guide you through the complex maze of owning rental or investment property.

Business Tax Services

We offer tax services for sole proprietors (including self-employment tax), corporations (C-Corp and S-Corp), partnerships and limited liability companies (LLCs, LLPs), payroll taxes (including year-end W-2s and 1099s), sales and use tax as well as business personal property tax listings.

Client Accounting Services

Our firm provides a range of accounting services including financial statements, general ledger preparation and bookkeeping support for many commercial applications such as QuickBooks, Quicken, Xero and WaveAccounting.

We also offer affordable payroll solutions that enable startups/small businesses to understand and comply with Federal/State regulations and reporting requirements.

Business Consulting

Starting and running a successful business can often be complicated. Our firm provides business planning services that can help you from start to finish. These services include helping with business entity selection, tax planning, buying and selling a business, business succession planning, forecasting and projections, cash flow analysis, and much more. We can also help you choose which accounting software to use and aid in resolving Quicken, Quickbooks, or other software issues.

Estate Planning

Effective estate planning allows the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business or other assets. We can guide you through the complex process of getting your financial affairs in order.

Special Engagements

There are many other ways that our firm can help you. Please contact us for more information regarding special engagements. Examples of special engagements include changes in accounting periods, fixed asset/depreciation work, amortization schedules, personal financial statement preparation, expert witness services and more.