Services Offered

We offer an array of services to our clients. Want to know more? Simply highlight the area of interest.

Tax Preparation Services

Individual Tax Returns

1040 tax returns and related state tax returns are prepared and e-filed for over 750 individual clients each year.

Business Tax Returns

A variety of small business tax returns are prepared and e-filed each year, including Forms 1120S, 1120, 1065, and related state tax returns.

Tax Planning

Long-term, annual, and mid-year tax planning and tax forecasting services.

Estate, Gift & Trust Tax Returns

We prepare estate, gift, and trust tax returns, including Forms 706, 709, 1041, and related state tax returns.

Other Services

Social Security Planning

Social Security Timing

Accounting Services

Financial Statements and Bookkeeping

Monthly, quarterly and year-end Balance sheet and Operating Statements are prepared accurately and timely for a broad range of small business clients.

Small Business Consulting

Contact us to discuss your small business needs.

Payroll Services

Total payroll services for small business clients.