Our Services

While our services are too numerous to list all in detail, the take away is that we utilize our experience and expertise to help you achieve your goals. For some that may simply be filing a timely and accurate tax return; for others it may include advice and counsel with regard to a business acquisition or sale, or preparing a Review Report requested by your bank.

One area that we believe most all of our clients appreciate our proactivity and attention to detail is with regard to tax planning and estimated payments. We strive to ensure that clients whose taxable income can vary significantly from year to year are advised of their projected tax liabilities and cash requirements throughout the year. Of course there are clients for which year over year income is very predictable and do not need this detail planning, but we believe our high income clients value the pro-active tax planning to avoid unnecessary surprises.

Representative services including but not limited to:

Individuals and families:

  • Preparation of income, trust and estate tax returns
  • Quarterly and year-end tax planning
  • International taxation and reporting
  • Representation before for Federal & state tax authorities
  • Estate and gift planning
  • General financial/retirement planning
  • Budgeting and forecasting

Closely held companies:

  • Preparation of review and compilation reports
  • Preparation of corporate and partnership/LLC tax returns
  • Quarterly and year-end tax planning
  • Representation before for Federal & state tax authorities
  • QuickBooks Professional Advisor
  • Operational and as needed CFO services
  • Retirement plan evaluation and structuring
  • Succession, acquisition and divestiture planning
  • Business start-up and record reconstruction consulting
  • Budgeting and forecasting
We focus on providing services we do well and defer to experts in areas we are less proficient. We can recommend qualified professionals in most all areas outside of our scope of services.