INCOME TAX PREPARATION

From individuals to corporate tax and everything in between, we have you covered. With the complex tax laws, you can trust our experts to keep you in compliance with federal and state tax returns.

TAX PLANNING

Long term tax planning plays an important role for individuals and businesses.

GENERAL ACCOUNTING/BOOKKEEPING

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Our accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.

FINANCIAL PLANNING

Financial planning is important for long term wealth. We can help you achieve your financial goals with various investments including but not limited to; stocks, mutual funds, IRAs, 401ks, College savings plans, life insurance, disability insurance, and annuities.

ESTATE & TRUST PLANNING

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Our role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries.

ENTITY SELECTION AND RESTRUCTURING

Your business entity has a large impact on your taxes and other liabilities. From your company’s inception through its growth and development, we can advise you on choosing an entity type and later restructuring if advantageous.

ACCOUNTING SOFTWARE CONSULTING

Choosing and implementing a new accounting software system can be a challenging undertaking. Our experience with various packages currently on the market, including QuickBooks & Peachtree, allow us to aid you in choosing and implementing a system that will suit your company’s needs. Training and support will ensure minimal disruption of your everyday business processes.

NOT-FOR-PROFIT

Accurate record keeping is essential to maintain the not-for-profit status of your organization. We can assist you in keeping your business status active by maintaining or reviewing you books of record. Our professionals can prepare the required annual tax documents.

How can we be of Service?

Big or small, we’ve got a solution for you. Feel free to contact us with any of your financial needs.