Services

We are available year-round to provide tax and business services to our clients. We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

Individual Tax Services

  • Complimentary quote
  • Individual Tax Preparation
  • Retirement Planning
  • Strategic Tax Planning

Business Tax Services

  • Business Tax Preparation
  • Printing of W-2’s and 1099’s
  • Estimated Tax Payments
  • Sales/Use Tax Returns (if applicable)
  • Bookkeeping and Accounting
  • Financial Planning/Analysis

Business Management Advisory Services

  • Complimentary Consultations
  • Business Entity Selection/Business Formation Guidance
  • Application for EIN/Tax ID
  • Filing of Incorporation Documents
  • Application for Sales Tax & Use Number (if applicable)
  • Full-Service Accounting Packages Available

Notary Public Services

Business Audits

  • Audit Preparation: We will help you prepare documents and give detailed information on how to prepare for an audit.
  • Audit Correspondence: We will help you interpret audit-related correspondence.

 Benefits We Provide

  • Virtual Appointments/Drop off Service
  • Secure Client Portals
  • Tax Planning
  • Company Forecasts
  • Year-round Service
  • A Tax Practice with more than 30 Years Experience
  • BBB Accredited Business