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Services We Provide
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| Individual Clients:
Tax Services
We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning Opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:
Tax planning & return preparation
•Individuals
•Corporations
•Partnerships
•LLCs/LLPs
•Estates, trusts & gift
•Tax effects of buying/selling a home
Retirement Planning / Investment Advisory Services
Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.
Business Clients:
Accounting Services
Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:
*Bookkeeping (Monthly/Quarterly/Annual)
*Accounting system setup for new businesses
*Computerized payroll services
*Business tax return preparation (Sales & Use/Business Property)
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