Areas of Practice

Income Tax Preparation

 

From individuals, 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.

General Account / Bookkeeping

 

From start-ups to established organizations, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Our accounting services guide you closer to these goals with precise 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.

Estate & Trust Planning

 

Successful 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 navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries.

Tax Planning

 

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

Financial Planning

 

Financial planning is critical 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.

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 executing 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. Training and support will ensure minimal disruption of your everyday business processes.

Not-For-Profit

 

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