Our Services

Tax Preparation

• Form 1040 and state returns

• Corporation returns

• Non-profit returns

Tax Planning

Evaluation of prior-year tax returns and current-year circumstances to effectively plan for this year's taxes​

Tax Notice Resolution

Resolve tax return notices or deficiencies you may have received from the IRS or state tax agencies​

Investment Advisory

Financial insight (non-Series 7) to help you continue investing your money, emphasizing tax impact

Accounting

Financial statement clean-up work for your business

Budgeting

Individual and family budget preparation, in addition to budget prep for businesses and non-profits