Successful accounting and tax strategy requires thorough analysis and proactive planning.
We combine over 30 years of experience in tax consulting with a personal approach to client service to help you achieve the best possible tax outcome.
Please call today to set-up a free, introductory assessment of your tax, small business accounting or estate & trust needs.
CPA-Specific & General Accounting Services:
>Tax planning and filing;
> IRS representation;
> General ledger accounting;
> Payroll processing
Tax Planning & Strategy:
> Tax credits/incentives;
> Tailored accounting solutions for individuals and small businesses;
> Flat rate billing;
> Encrypted portal access to download data and receive completed filings
Tax Preparation, Filing & Compliance:
> Federal Income tax returns;
> State and local filing;
> Tangible personal property tax returns;
> Late tax filings and amended returns
> Representation for federal, state and local tax issues;
Estate, tax, and fiduciary accounting administration:
> Review tax implications for trust documents for tax purposes;
> Prepare trust income tax returns &
fiduciary/guardianship accountings;
> Income and estate tax projections and income tax compliance;
Ongoing tax planning for estate and trust