Client Services
Our firm offers a wide range of services to our individual and business clients. Being a relatively small firm, we are able to offer our clients personalized quality service. Below, we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.

(Click Service Title For Details)


Tax Services

Business and Corporate Tax Preparation

We prepare returns for sole proprietorships, specializing in contractors, LLC’s, 1120s, and 1120c corporations.

Indiviaul Tax Preparation

We prepare federal, as well as all state and local returns. We specialize in multiple state filing requirements.

Tax Planning

We help clients in managing alternative minimum tax issues, and in developing an annual and long range tax plan. By making tax planning part of your overall business strategy, you can use our experience and expertise to minimize both your current and future tax liabilities 

Estate, Trust, and Inheritance Tax Preparation

We have extensive experience in preparing inheritance, estate, and trust returns and in dealing with families during this difficult time.

IRS Representation

As Enrolled Agents, we are certified to practice before the Internal Revenue Service. During our years of experience dealing with taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the IRs as well as state and local tax agencies.

Bookkeeping and Payroll Services

Bookkeeping and payroll services are provided by our in house bookkeeper and coordinates directly with tax return preparation.  Service is offered on a monthly or quarterly basis.

 We have extensive experience in preparing all federal, state, and local payroll tax forms including year end W-2's and 1099's.

Sales and Use Tax Returns

Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

Other Services

Small Business Startup and Management Consulting

We consult with many clients for business startup and as an ongoing partner to manage their business.