Client Services

Our firm offers a wide range of services to our individual and business clients. As a small firm, we are able to offer our clients quality service in a more personalized manner.

Tax Services

Tax Services

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

  • Tax planning & return preparation
  • - Individuals - Corporations - Partnerships - LLCs/LLPs 
  • Taxing authority representation
  • Divorce and support issues
  • Tax effects of buying or selling a business

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Estate & Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and personal assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

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IRS Representation

During our years of experience dealing with various taxing authorities, we have the experience to ensure our clients are properly represented before the IRS and various state tax agencies.

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Specialty Tax Services

When tax planning with a client, we may recommend particular strategies that require specialty tax services our firm currently does not offer. We have built trusted relationships with highly capable partners whose business it is to focus on these areas exclusively.  We will be happy to refer you as needed.

  • R&D Credit
  • Cost Segregation

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Accounting Services

Accounting and Bookkeeping Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including:

  • Bookkeeping (Monthly/Quarterly/Annual)
  • Accounting system setup for new businesses
  • Computerized payroll services 
  • Business tax return preparation
    • Excise Tax
    • Personal Property Tax

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Payroll Services

As a business grows, it must hire more employees, which results in increased payroll administration, and new business obligations for the company.  We can assist you in implementing a new payroll software, train your employees to utilize the software or prepare any required payroll tax filings on your behalf. 

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Specialty Accounting Services

We currently do not provide certain specialty accounting services that clients may need.  However, we can make  recommendations for qualified, trusted firms who work with our clients on an ongoing basis.  These services include the following:

  • Compiled, Reviewed and Audited Financial Statements
  • Forensic Accounting

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Consulting Services

Business Entity Selection

Choosing what type of entity for your business (e.g., "S" corporation, sole proprietor, limited liability company) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

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Buying & Selling a Business

When buying or selling a business, properly structuring the sale is crucial. Our competent staff has experience to guide you through the acquisition/disposition process.

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Business Succession Planning

Effective coordination in transitioning your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

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Business Consulting

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas that may be negatively affecting profitability and growth, and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

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Tax | Accounting | Consulting