Services

We specialize in personal and small business tax matters.

If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small
enough to give you the individual attention that you deserve.

We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

Tax Preparation & Planning

Effective tax preparation and planning can help you to minimize your future tax liability. 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 we are constantly identifying new ways to make sure you are paying the correct taxes while taking advantage of all of the deductions to which you are entitled.

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Business Entity Selection

The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select 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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Buying or Selling a Business

Few business decisions are more important, complex and potentially business altering than a buy or sell decision. When you are ready to sell your business, we can guide you. If an opportunity presents itself, we can help you understand the tax issues and help you work with your legal counsel so the tax considerations and entity choice are managed in the documents.

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Estate & Trust Tax Preparation

We are available to handle the preparation of tax returns for estates and trusts. We also can prepare or help you prepare probate accountings for filing with the court. We can refer you to and work with your legal counsel to help you plan the tax aspects of your trust or estate.

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IRS Representation

An IRS audit can be an intimidating and complex process. If you or your business faces 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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Notary Public

A notary public can help you to handle various personal and business matters by witnessing and authenticating document execution and signatures. We offer Notary Public services free to our clients. Please call ahead to make sure one of our notaries is available.

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Payroll Services

We specialize in small payrolls and payrolls for household employees such as in-home caregivers. Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge. Our payroll services professionals are well versed on these laws and regulations. We can proactively alert you to changes that will affect your business and your employees.

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Retirement Planning

Retirement is a time of transition and the tax consequences can be confusing. We recommend that you meet with us before you retire, begin drawing social security and/or start drawing from your retirement accounts. We can help you plan so that you are having the appropriate amounts withheld and there are no unpleasant surprises. We also can help you understand the tax savings of contributing to retirement plans.

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Sales Tax Services

State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.

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Call today to schedule an appointment!