Services

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Income Tax Return Preparation:

Tax return preparation for individuals, businesses, estates, and trusts. We provide tax preparation services required by the federal government and all fifty state taxing agencies.

Retirement Planning:

Long-term planning for business owners and individuals with an eye toward your later years. We show you how to allocate your income and assets to take advantage of the existing income tax laws with the use of retirement plans and investment options.

Income Tax Planning:

Income tax planning for individuals and businesses including startup entities and established organizations. We provide tax planning throughout the year to allow you to adopt strategies to reduce your tax liability. We also provide insight to ensure your understanding of the income tax implications of your business activities and investments.

General Business Consulting/A "HOW TO" Approach:

CFO on call services. We advise you on business matters that arise in the normal operation of your business related to installation/conversion of accounting software and training of staff, financing ideas and options including SBA, legal and other professional referrals, insurance products and options, real estate information, and many other topics that come up as you prosper.