Services

Tax Preparation: Preparing your own income tax return can be a daunting and confusing task. Today’s tax laws are constantly evolving and complex that filing a simple return can be confusing. It is very easy overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional.

Tax Planning: Planning is the key to minimizing your tax liability. We go beyond tax compliance by recommending tax saving strategies to help minimize your total tax liability.

Tax Problems/Resolution: IRS audits take significant time away from your business and family. We can help create an audit package substantiating income and deductions that were reported on your tax return and provide you with a comprehensive understanding of the tax laws related to your IRS audit.

Payroll: We provide payroll services that include direct deposit, electronic payments of tax liability, monthly/quarterly/annual payroll report filings and an employee portal. Eliminate the risk of calculating and filing your own payroll taxes by having professionals do it for you. Federal, state and local payroll tax laws are frequently changing and becoming more complex.

Small Business Accounting: As a small business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits!

Part-Time CFO Services: We offer Part-Time CFO/Controller services that provide you with a professional financial manager who will help guide your business to success. Our Part-Time CFO/Controller services provides you with experienced support at a fraction of the cost.

Personal Financial Planning: Building and preserving your personal wealth requires specialized knowledge. We can build a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.

Estate Planning: Every estate planning situation is different and requires specialized attention to your unique situation. We offer recommendations and useful research tools to make your planning process simple and productive.