Tax Planning

Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting, mid-year and quarterly tax planning.

Other Services

IRS & State Representation
We represent businesses and individuals before the Internal Revenue Service and State Revenue Agencies in the areas of examinations, audits, and collections.
New Business Startup
When starting a new business we offer guidance and consulting.
Financial Planning
Full service Financial Planning for future goals.

Accounting Services

Bookkeeping
Complete bookkeeping services for small businesses.
Financial Statements
Monthly, quarterly and year-end Balance sheet and Operating Statements are prepared accurately and timely for a broad range of small business clients.
Payroll Services
Total payroll services for small business clients.

Tax Preparation Services

Individuals
Tax returns and filing instructions have been prepared for 1000's of individual clients each year.
Business Tax Returns
A variety of small business tax returns are prepared each year.
NonProfit Returns
A variety of nonprofit tax returns are prepared each year.
Tax Planning
Long term, annual and mid-year tax planning and tax forecasting services.

September 2020
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