SERVICES
HOW CAN WE HELP?
We offer 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.
As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.
​
TAX
PREPARATION​
​
Our investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and non-profit organizations.
​
TAX
PLANNING​
​
Our knowledge of the tax codes, regulations, and other primary and secondary authorities enable us to assist you in formulating tax strategies. Tax planning is an essential element in managing your tax outcome. By implementing tax planning strategies you will be better able to minimize current and future tax liabilities, manage cash flows, and avoid unintended consequences.
​
TAX AUDIT
REPRESENTATION​
​
Our knowledge and expertise in representation before the federal, state, and local taxing authorities can help you reduce exposure to tax assessments and levies. We can guide or represent you in tax agency audits, installment agreements, and offers in compromise.
​
CONSULTING
SERVICES
​
Our years of experience and involvement in many aspects of financial planning and implementation for both businesses and individuals give us the unique skills necessary to provide invaluable advice and insight.
​
We have assisted individuals and businesses in compensation arrangements for employees and employers; businesses in acquisitions, sales, and succession; real estate ventures in acquisitions, trades, and sales; and couples in marriage consummation and dissolution.