Services
What You Need
Income Tax Services
Our income tax service goes far beyond simply preparing tax returns. We provide a full range of tax planning and tax management services that form a winning combination for our successful individual and business clients.
Audits - Review - Compilations
Stakeholders, creditors, and private investors often need assurance that the financial statements accurately represent the true financial position of a company.
Your stakeholders, creditors, or private investors have different levels of risk tolerance, so we provide three levels of assurance to meet your needs.
Estate, Trust and Gift Tax Services
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets.
In conjunction with our income tax services, we offer our clients complete estate, trust, and gift tax planning and services.
Small business Accounting – Bookkeeping and accounting services
Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping and give you more time to devote to your business.
IRS and State Representation
Our staff has years of experience dealing with the various taxing authorities at the local, state, and federal level. We can provide competent, knowledgeable representation to assure our clients that they are being represented fairly in any matter regarding a tax question or dispute.
If you've received a notice from the IRS or other taxing authority, please contact our office to arrange a consultation.
We are here to provide the best services for our clients, giving you long-term strategies for financial success. Contact our office today.