Our firm offers a wide range of services to our individual and business clients. Some of these
are listed below. Because our firm is relatively small, our clients benefit by getting personalized, quality attention
that is beyond comparison. We are always learning, keeping up with changes, improving our skills and using our ingenuity be
at your service.
Business and Personal Tax Return Preparation
Tax laws change so often, it's hard to keep up. We have years of experience preparing individual, corporate, partnership,
trust, and estate tax returns. We can make sure you get every advantage you deserve. We emphasize that the best time
to reduce the tax bite is with proper strategy and planning before tax preparation comes due.
Small Business Financial Reporting
We understand small businesses, since we are one ourselves.
We can, on a consulting basis, help you with such issues as business planning including marketing & production components,
cash flow analysis, and loan application preparation.
IRS Representation
During our years of experience
dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly
represented before the various federal and state tax agencies.
Financial
Planning Small Business
Whether you're saving for major business expenditures or your child's college education,
we can help you choose the investment vehicles right for you. We help you optimize the value of the greatest asset you
have: your business.
