Service Tailored to Your Needs

Individual Services:

  • Tax Preparation and Planning:We will prepare all of your tax returns to assure that you are paying no more tax than is necessary.Throughout the year we will monitor tax law revisions and discuss with you those changes.We will recommend tax saving strategies and serve as your advocate in tax matters.
  • IRS Representation:Our range of services includes audit representation, offers-in-compromise, installment agreements, and other negotiations.

Business Services:

  • Small Business Accounting:If you’re in business and need recordkeeping and accounting systems, we can design them to fit your needs.We can prepare or assist you in preparing journals, general ledgers, financial statements, and sales tax returns.We can assist you with your reporting requirements so that the red tape in your life is minimized.

  • Payroll Services:We will customize a payroll program to fit your needs including fast service (same day available in some situations); preparation of quarterly and annual payroll tax returns, and audit support.

  • Tax Preparation and Planning:We offer tax preparation services for Corporations, S-Corporations, Partnerships, Non-Profit Organizations, Trusts, and Estates.

  • Strategic Business Planning:If you are starting a business, we can help you select the proper organizational structure and secure adequate financing.We will work with you and your other advisors to help you solve your business problems.You will receive assistance with loan applications, pricing, credit policies, cash flow, cost controls, and your other business needs.

  • QuickBooks Services:If you are planning to use QuickBooks for your business, we will be happy to assist you with the set-up and maintenance of your records.We can provide you with year-end closing journal entries, as well as technical support.And if you just need to know which version of QuickBooks will best suit your business needs, we can provide you with that information as well.

  • IRS Representation:Our range of services includes audit representation, offers-in-compromise, installment agreements, payroll tax audit representation, and other negotiations.