CLIENT PORTAL

Services

How Can We Serve You?

We are professional, experienced, and affordable. We offer a broad range of services for business owners, executives, and independent professionals. Click to learn more. If nothing appears, check that pop-ups are enabled in your browser settings.

Advisory Services

Individual Tax Services

Business Services

Non-Profit Services

Client Portal

Other Services

Advisory Services

Advisory Services for Businesses

  • Starting a business
  • Asset acquisition and financing
  • Year-round tax planning addressing both the business & owner(s)
  • Income Tax projections

Advisory Services for Individuals

  • Income Tax planning
  • Income Tax projections
  • Strategies to minimize taxes
  • Planning for Social Security Benefits
  • Planning for retirement benefits
  • Strategies for addressing debt
  • Employee compensation and related stock
  • Advise on potential transactions

Individual Tax Services

As your trusted advisors, we are committed to preparing your individual tax returns with accuracy and care. You can count on us to proactively address any issues that may arise and to stay current with the latest tax laws and regulations. Our goal is to ensure you receive every tax credit and deduction to which you are entitled.

Tax Preparation Services for Individuals

  • Prepare individual federal and state income tax filings
  • Develop tax planning strategies to help save you money
  • Review multistate income tax filings and issues
  • Electronic filing and direct deposit for faster filing and tax refund
  • File extensions (if necessary) and calculate estimated tax to avoid interest and penalties

Other Individual Tax Services

  • Review IRS & state correspondence
  • Assist with back tax issues
  • Assist with unfiled tax returns
  • Assist with audits & problem resolution
In addition, we also offer tax preparation services for Estates and Trusts.

Business Services

As a business owner, your priority is running your business efficiently and effectively. Staying on top of ever-changing tax laws is not the best use of your time — and that’s where we come in. Our expertise is in identifying the tax strategies, credits, and deductions that benefit your business most, so you can stay focused on what you do best.

Compliance Services

  • Prepare federal corporate income tax filings
  • Prepare all state corporate income tax filings
  • Review multistate income tax filings and nexus issues
  • Assist business owners with sales tax compliance

Business Management Services

  • Assist in various bookkeeping functions
  • Train and work with internal staff on bookkeeping functions
  • Assist business owners in implementing new accounting software
  • Assist with growing business needs

Business Advisory Services

  • Review lease vs buy transactions
  • Advise on asset acquisition and financing
  • Assist in calculating reasonable compensation
  • Advise new business owners on all setup matters
  • Provide strategic business planning
  • Provide tax projections
  • Provide year-round tax planning

Non-Profit Services

As a nonprofit organization, you face unique financial and regulatory challenges that differ significantly from those of for-profit businesses. That is why it’s essential to work with an accounting professional who understands the complexities of nonprofit accounting and tax compliance. Whether you are a well-established organization or just getting started, we are here to provide the guidance and support you need to stay compliant and focused on your mission

Here’s what we can do for you:

  • Assist with annual report filing
  • Prepare supporting financial documents
  • Comply with state laws affecting non-profits
  • Provide strategies to minimize tax
  • IRS letter problem resolution

Other Services:

Bookkeeping Services

Our office uses QuickBooks Online to help streamline the bookkeeping process. QuickBooks is the ideal business accounting software for small to mid-sized business owners.

Trusts & Estates

We collaborate with your financial team of attorneys and financial advisors to provide compliance and planning that meet the goals you set out to achieve