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Accomplish Your Financial Goals

We stay current on all the tax regulations, and are proactive in planning for the implications to each individual or family. We pride ourselves on our discrete, individualized, and long-term relationships with our clients.

Whether you need assistance in preparing your tax returns, planning your estate, or devising your wealth management strategy, our team will give you an unbiased review of your finances. We are here to keep you on the right path as you work to accomplish your monetary goals. No matter what tax needs you have, we are available year-round – before and after tax return deadlines.

  • Individual Tax Preparation

  • US Non-Resident alien and Non-Citizen income tax return preparation

  • Amended returns, claims for refund, and accounting method or period change requests

  • Multi-state tax preparation

  • State sales tax returns

  • Strategic tax planning and preparation​ services tailored to your needs

  • Retirement distribution planning

  • Tax controversy resolution services (IRS Audits, Back Taxes Owed, IRS Notices, etc.)

  • Timely planning and consultation for estimated tax payments

  • Tax related identity theft

  • Tax projections

  • Strategies to minimize income and estate taxes

  • Individual Taxpayer Identification Number (ITIN)

  • QuickBooks™ setup and support

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