Services

Tax Management
We want to work with our clients to ensure that they pay their FAIR share of income taxes not their FULL share.  Effective tax planning is the only way to ENSURE that your individual and business tax returns reflect your LOWEST legal liabilities.  Let US develop a tax reduction plan for YOU.

Financial Planning
We want to help our clients achieve their short, intermediate, and long-term financial goals.  Our experience and financial expertise will help individuals save for future education costs and retirement needs.  It will also help businesses determine when to make major asset purchases, when to consider mergers or consolidations, and when as well as how to expand, sell, or liquidate so that tax liabilities are minimized.  We also assist, when appropriate, with effective succession planning.

Accounting Services
We want to ensure that our clients have accurate and reliable financial records.  Financial statements form the foundation for many business decisions and they are critical when developing a tax reduction plan and when filing a tax return.  Accordingly, we prepare monthly, quarterly, and annual financial statements for our business clients.  We also prepare sales tax returns, commercial activity tax returns, payroll reports, individual, partnership, corporate, and estate tax returns, and we assist our client’s attorneys in developing lease agreements and in updating their corporate minute books and similar records. Additionally, we offer a full payroll preparation service, from calculating payroll, printing checks or electronic transfers, computing payroll taxes and remitting them on-line, compiling employee earnings records as well as the preparation of year-end wage and tax statements (W-2’s).