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Tax Preparation

Our tax compliance services include:

  • Preparation of federal, state and local income tax returns for individuals, estates, S-Corporations, C-Corporations, trusts, limited liability companies, partnerships and non-profits.

  • Preparation of gift tax returns.

  • Preparation of payroll tax returns.

  • Preparation of sales and use tax returns.

  • Determination of estimated tax deposit requirements.

  • Preparation of retirement and employee benefit plans reports.

  • Preparation of business property tax returns.


We can help you with:

  • Balancing your bank and/or credit card statements.

  • Accounts Payable – posting, paying your bills and printing checks.

  • Accounts Receivable – creating your invoices and posting your deposits.

  • Payroll – processing, paying and entering into your accounting system.

  • Reports – daily, weekly, monthly, quarterly and annual reports.

New Business Formation

Opening your own business is exciting and thrilling. It’s everything that comes after the excitement and thrill has worn off that dictates whether a small business will make it or not.

Tax Planning

Our tax planning services extend far beyond determining how much tax is owed.

  • Quarterly estimates and year-end tax projections.

  • Tax planning for property transactions including tax deferred exchanges.

  • Develop multi-year tax minimization strategies including utilization of suspended losses, net operating losses, tax credits, stock transactions and incentive stock options.

  • Choice of entity or change of entity.

  • Tax planning for closely held companies.

  • Succession planning for closely held or family-owned businesses.

Individual Consultation

We offer a free 30 minute consultation. In person or over the telephone to assess your needs. 

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