Tax Services For Individuals

Tax planning and timely, accurate preparation of complex individual income tax returns is one of our specialties, including multiple-state reporting.

Timely, accurate preparation of complex individual income tax returns is one of our specialties, including multiple-state reporting.

We can respond to a broad variety of other needs for individuals and their families, as well. For families with children, we can help develop financial plans to provide for their education.

For executives, we can assist in tax planning for incentive stock options and financial planning for retirement. We can also help clients set up personal accounting records using inexpensive programs like Quicken, QuickBooks, Peachtree and assist with retirement and estate planning.

For retired persons, we can help in planning distributions from retirement plans and help in managing personal finances, including paying bills and accounting for personal transactions.

We can give you some general guidelines relating to investment strategies in order to accomplish your financial objectives and manage risk. We can also refer you to professional investment advisors, since we can not recommend specific investments.

We're here all year round to answer your questions, and we are qualified to represent you before the tax authorities in case your tax return is audited.


Tax Services For Businesses

We help business owners maximize their business' potential and reduce their tax liability. Find out what we can do for your business!

We help business owners maximize their business' potential by working with them on a regular basis to help formulate business strategies to accomplish financial objectives, then we help them implement the strategies and measurement systems to monitor and achieve results.

We will provide up-to-date tax return preparation and planning services for proprietorships, partnerships, limited liability partnerships, limited liability companies, C corporations, and S corporations. We also deal with special tax issues including consolidated returns, installment sales, methods of accounting, LIFO inventories, and tax-deferred exchanges, among others.

We can also help develop business plans for securing financing.

Using the power of the personal computer, we are automating many activities to improve our effectiveness in our own business. We also help our clients in installing and using these systems.

We help our clients prepare their own financial statements and financial records, or refer them to independent bookkeepers. We subcontract the work for CPA-prepared financial statements.