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


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

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