Services

Tax Return Preparation

We provide tax return preparation services for the following areas:

  • Individual Tax Returns
  • Business Tax Returns
  • Trust Tax Returns
  • Non-Profit Tax Returns
  • Estate Tax Returns
  • Gift Tax Returns

Accounting & Assurance

Accounting and Assurance services are independent professional services that improve the quality of information for decision makers.

  • Reviewed Financial Statements
  • Compiled Financial Statements
  • Budgeting and Financial Analysis
  • Personal Financial Statements

Tax Planning & Consulting

Tax Planning and Consulting services are available for the following areas:

  • Individual and Business Year-End Tax Planning
  • Individual and Business Tax Planning for Specific Transactions
  • Business Evaluations
  • Business Acquisitions and Dispositions
  • New Business Start-up or Dissolution
  • Retirement Planning
  • Real Estate Transactions
  • Governmental Audit Representation

Outsourcing

We also work with qualified professionals who can provide the following services:

  • Financial Audits
  • Executive Coaching
  • Bookkeeping
  • Payroll
 
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