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What We Do


We provide personal tax preparation services to help you get every deduction you’re entitled to, limit your tax liabilities, and help you avoid audits and costly mistakes that can arise from DIY online software.

And, if you ever do need help with the IRS, we provide the support you need.  Can your online software do that?

  Services include:

  • Tax preparation and compliance

  • Proactive tax planning

  • Tax projections

  • Quarterly and annual income tax review

  • Cash flow management

  • Tax withholding analysis

  • Resolution and mediation of IRS tax notices and

delinquent filings

  • Goal setting


You’ll receive our best counsel on scalable business accounting services that grow with your business. By approaching tax planning proactively, we develop projections and identify key tax planning opportunities that can minimize your tax liabilities.


Today, we service the accounting needs of numerous businesses, most of whom are small to mid-sized and privately owned with revenues ranging from $50,000 to $9 million.

  Services include:

  • Tax strategy and compliance

  • Annual tax projections

  • Quarterly and annual income tax planning

  • Cash flow management

  • Business entity selection/Ownership structure

  • Accounting method selection

  • Business start-up advice

  • Payroll services, including W2s & 1099s

  • QuickBooks file review

  • QuickBooks install/support

Estates &Trusts

 Services include:

  • Charitable remainder trusts (CRTS)

  • Grantor retained annuity trusts (GRATS)

  • Qualified personal residence trusts (QPRTS)

  • Intentionally defective irrevocable trusts (IDITs)

  • Family limited partnerships (FLPs)

  • Gift tax returns

Our experience to this practice area provides broad support to estate, gift, and trust tax planning activities. We prepare tax returns, distribute estate assets, handle fiduciary issues, compile trust accounting reports, and assist in selecting qualifying fund assets.


We work in tandem with attorneys, executors, trustees, and other advisors to speedily resolve estate planning issues.

QuickBooks Support

QuickBooks support

Our QB ProAdvisor accounting services include:

  • Review and analysis of your QuickBooks data

  • QuickBooks set up and installation

  • QuickBooks maintenance and problem solving

Want to Discuss in More Detail?
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