Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively
small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services
that we offer to our clients along with a brief description.
Individual Tax return
and Personal Tax Return Preparation
Tax laws change so often, it's hard to keep up. We have years
of experience preparing individual, corporate, partnership, trust, and estate tax returns. We can make sure you get every
advantage you deserve.
Small Business Financial Reporting
We understand small businesses, since we are one ourselves. We can, on a consulting basis, help you with such issues
as business planning, cash flow analysis, and loan application preparation.
years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients
they are being properly represented before the various federal and state tax agencies.
Financial Planning Small Business
Whether you're saving for major business
expenditures or your child's college education, we can help you choose the investment vehicles right for you.