Services

We are here to serve you!

Our goal is to prepare an accurate return and help you get the largest tax refund possible.

We offer a variety of services to lighten your work load.

Let us help you by doing what we do best so you can do what you do best.

We are happy to handle financial matters so you can spend your time doing the things you enjoy.

Tax Preparation & Planning

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.

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Bookkeeping

Whether you are just getting started or have been in operation for years we can help you develop a bookkeeping plan unique to your business.  Our first priority is to show you how to keep your business in compliance with federal, state and local tax accounting regulations. We can provide onsite or offsite bookkeeping services or train your staff bookkeeper.  We can perform monthly bank reconciliations and provide year-round monitoring service of your entire accounting operation to help keep you on track for tax time.

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Financial Coaching

We’re not a nation of savers. The typical American lives paycheck to paycheck. If you yearn to live debt free and you are ready to take charge of your money, we can help. If you are living on a fixed income or your paycheck never seems to be enough, we can help. We can teach you ways to handle your finances and guide you to a better way of living. Learn how to live free of financial worries.

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Payroll & Sales Tax Services

Federal, state and local tax authorities are looking to maximize Payroll & Sales Tax collections. Constantly changing federal, state and local laws and tax regulations make managing payroll and sales tax an ongoing challenge for business owners. We can help you understand and manage your Payroll & Sales tax obligations.

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Business Entity Selection

The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.

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Estate & Trust Tax Preparation

We can help with filing Form 1041– U.S. Income Tax Return for Estates and Trusts. If the estate had gross income of $600 or more, Form 1041 must be filed for the person who died in addition to any personal income tax return you need to file on his or her behalf.

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IRS Audit Help

An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.

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Call today to schedule an appointment!