Services

We specialize in personal and small business tax matters. We are no longer working with corporations or partnership.

We are currently accepting only limited new clients and have narrowed our services to better work with our clients.

Personal Tax Preparation & Planning

Effective tax preparation and planning can help you to minimize your future tax liability while making sure that you are in compliance with the rules. 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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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 letter can be confusing and cause anxiety. If you receive a letter we may be able to help you understand it and respond. Our fee for this kind of consulting is $85 per hour if you are not already a client.

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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 – Home Care Workers

We specialize in 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. For other payroll needs, we can refer you to other companies who may suit your needs.

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Call today to schedule an appointment!