top of page

OUR SERVICES

Tax Service

Our tax preparation services are designed to provide accuracy, compliance, and peace of mind. We work with individuals, trusts, and businesses to ensure that every return is filed correctly and on time, while identifying opportunities to minimize tax liability. 

​

Our tax services include:

  • Individual tax return preparation (Federal & State)

  • Business tax returns for Corporations, S-Corps, Partnerships & LLCs

  • Self-employment and sole proprietor filings

  • Multi-state and local tax filings

  • IRS and state tax correspondence

  • Amended returns and prior-year filings

  • Estate, Trust & Gift Tax Services

Tax Planning

​Tax planning is more than a once-a-year activity—it’s a year-round strategy. We help individuals, trusts, and businesses proactively manage their tax obligations through smart planning, forecasting, and advisory services tailored to your unique goals.

​

Our tax planning and consulting services include:

  • Year-round tax projections and strategy sessions

  • Income and expense planning to optimize tax outcomes

  • Retirement and investment tax strategies

  • Business structuring and entity selection for tax efficiency

  • Guidance on the tax impact of major life or business events 

  • Tax-efficient compensation and benefit planning for owners and executives

​

We stay ahead of tax law changes so you don’t have to—helping you make informed decisions that reduce your tax burden and support long-term financial success.

Accounting

Accurate and timely accounting is the foundation of sound financial management. We provide reliable accounting services that give you a clear picture of your business’s performance—freeing you to focus on growth and operations.

​

Our accounting services include:

  • Review monthly, quarterly, or annual accounting

  • Review bank and credit card reconciliations

  • Review accounts payable and receivable tracking

  • Financial statement preparation 

  • General ledger maintenance

  • QuickBooks setup, training, and support

​

Whether you're a new or an established company, we tailor our accounting services to fit your needs and ensure your financial records are always clean and organized.

bottom of page