Our Services

Navigating the complexities of federal and state tax codes can be overwhelming. Our tax professionals stay current with the latest regulations to ensure you receive every deduction and credit you're entitled to while maintaining full compliance.

Individual Tax Returns

We handle all aspects of personal income tax preparation, from straightforward W-2 filings to complex returns involving investment income, rental properties, and self-employment. Our goal is to minimize your tax burden while ensuring accuracy and compliance.

Business Tax Services

Whether you operate as a sole proprietor, partnership, LLC, S-Corp, or C-Corp, we provide comprehensive business tax preparation and filing services. We understand the unique tax considerations for different business structures and help you optimize your tax position.

Tax Planning & Strategy

Proactive tax planning is essential for long-term financial success. We work with you year-round to develop strategies that reduce future tax liabilities, including:

• Retirement account contributions and distributions
• Business entity selection and restructuring
• Investment and capital gains planning
• Estate and gift tax strategies
• Quarterly estimated tax calculations

Maintaining accurate and up-to-date financial records is essential for business success. Our bookkeeping services provide the financial clarity you need to make informed decisions, manage cash flow, and plan for growth.

Monthly Bookkeeping

We handle all aspects of your day-to-day accounting needs, including accounts payable, accounts receivable, bank reconciliations, and financial statement preparation. Our team ensures your books are always current and accurate.

Financial Reporting

Regular financial reports give you insights into your business's performance. We provide:

• Monthly profit and loss statements
• Balance sheets and cash flow statements
• Budget vs. actual comparisons
• Custom reports tailored to your business needs
• Year-end financial statements

QuickBooks Support

We offer QuickBooks setup, training, and ongoing support to help you maximize the value of your accounting software. Whether you're just getting started or need to clean up existing records, we're here to help.

Managing payroll can be time-consuming and complex. Our payroll services ensure your employees are paid accurately and on time, while keeping you compliant with all federal and state regulations.

Complete Payroll Processing

• Employee pay calculations and direct deposit
• Payroll tax calculations and withholdings
• Quarterly and annual payroll tax filings
• W-2 and 1099 preparation and filing
• New hire reporting and compliance
• Year-end reconciliation and reporting

Compliance & Risk Management

Payroll regulations are constantly changing. We monitor federal, state, and local requirements to ensure your business remains compliant, avoiding costly penalties and audits.

Beyond traditional accounting and tax services, we provide strategic financial consulting to help you make informed decisions about the future of your finances or business.

Business Advisory Services

Whether you're starting a new business, planning for expansion, or considering an exit strategy, we provide the financial insights and strategic guidance you need. Our services include:

• Business formation and entity selection
• Financial forecasting and budgeting
• Cash flow management strategies
• Profitability analysis and improvement
• Succession and exit planning

Personal Financial Planning

We help individuals plan for major financial milestones, including retirement planning, education funding, investment strategies, and estate planning considerations.

IRS Representation

Facing an audit or tax dispute? We represent clients before the IRS and state tax authorities, handling all communications and working to achieve the best possible outcome.