Services

Tax Return Preparation

We provide federal and state tax preparation services for the following:

Individual Tax Returns
Corporate Tax Returns
Partnership Tax Returns
Trust Tax Returns
Non-Proﬁt Tax Returns
Estate Tax Returns
Gift Tax Returns
Property Tax Returns
Payroll Tax Returns

Accounting & Assurance

We provide accounting & assurance services for the following:

Compiled Financial Statements
Reviewed Financial Statements
Audited Financial Statements
Budgeting and Financial Analysis
Personal Financial Statements

Tax Planning & Consulting

We provide tax planning and consulting services for the following:

Individual and Business Year-End Tax Planning
Individual and Business Tax Projections
Individual and Business Tax Planning for Speciﬁc Transactions
Business Acquisitions and Dispositions
New Business Start-up or Dissolution
Retirement Plan Options
Real Estate Transactions
Governmental Audit Representation

Outsourcing

We also have qualiﬁed professionals that we refer for the following services:

Payroll
Bookkeeping
Financial Advisory / Wealth Management Services
Retirement Planning
Executive Coaching