If you’re looking for a firm that will focus on your individual needs and who will treat you like a customer who matters, look no further. Our firm is large enough to offer a wide range of professional services, but small enough to give you the individual attention that you deserve.

Tax Preparation

We are experienced in all facets of tax preparation. We prepare tax returns for individuals, corporations, partnerships, LLCs, estates and trusts. We offer professional preparation of federal, state and local tax returns at competitive, affordable prices. We strive to make sure you take advantage of every legal deduction to which you are entitled. We electronically file all federal and state returns at no additional charge.

Small Business Consulting & Advising

We work with you on strategy, planning and trouble-shooting so that you can develop your business skills and broaden your knowledge. During a consultation, we will guide you in selecting the business entity that is right for you and your company. Ensuring that your business meets all tax requirements (including income, payroll, and sales), we can also assist you with implementing proper accounting practices and pristine record keeping.

From designing a business model or marketing plan to determining which marketing techniques to use and how to use them, we’re sure that you’ll leave each consultation ready to implement your business ideas – because strategic thinking and financial analysis are the first steps to producing practical results in your small business.

Wealth Management

Wealth management encompasses financial and investment advice, accounting and tax services, and legal and retirement planning. Carefully taking your tax profile and personal financial needs into consideration, we can assist in developing a wealth-building plan that’s a perfect fit for you and your family.

Accounting & Bookkeeping

Bookkeeping is the recording of all financial transactions undertaken by an individual or organization. Our well-rounded accounting professional team will provide accurate, well-organized financial reports to ensure that your business runs successfully.

Payroll Services

Payroll management can be difficult for business owners, as there are many laws and regulations to consider. In addition, when your business size increases, so does your payroll administration. Our firm is experienced with payroll preparation and implementation, as well as all tax reports and reporting requirements.