Services

We offer the full range of tax planning, preparation, and compliance services, working year-round to manage and minimize your total tax burden. We prepare and file all federal, state, and local taxes for individuals and businesses, with a constant pulse on the ever-changing tax laws at every level.

We provide accounting services to small and growing businesses, based here and around the world. We are certified in Xero and QuickBooks Online. Our extensive experience with payroll, financial statements, bank reconciliation, ledger maintenance, payables and receivables, and other general accounting needs ensures peace of mind for your company.

We manage the preparation of federal and state estate, gift, and trust tax returns, and help you understand the many laws and implications of this sensitive work. We can also help you through the administration of a trust or estate if you are the trustee or executor of someone else’s trust (like mom or dad).

Assistance selecting the most appropriate accounting software to support your personal or business needs. We are certified in QuickBooks Online and Xero. We’d be happy to set up your software and teach you how to use it.

Adept and highly experienced representation for our clients to the IRS or state and local tax authorities should a need arise. When it comes to being contacted by the IRS or state taxing authority, many queries can occur that do not involve a full audit. We regularly and expertly manage government inquiries efficiently and with ease. Contact us immediately if the IRS has reached out to you so we can solve any issues right away. In the event of an actual audit, we can advise and guide you, or, depending on the situation, we can handle it on your behalf. If we recommend that you seek legal counsel, we’ll still provide full support throughout the process.

Comprehensive payroll management, tax reporting, tax filing, and preparation of W2 and 1099 forms.