Services

If you’re looking for a firm that will focus on your individual needs, and always treat you like a customer who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

Whether you need quality tax preparation, small business services or life and health insurance we’ll thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

Business Consulting

Whether you need assistance with business entity selection, budgeting, or special projects, our team of experienced professionals will be able to handle your accounting needs.

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Business Entity Selection

A business entity is a grouping of real estate objects, such as multiple rental properties. Organizing the hierarchy within your business entity is imperative to running a successful business.

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Estate & Trust Tax Preparation

Estate planning is the process of anticipating and arranging for the disposal of an estate. Some steps in this process include the preparation of a Estate and Trust tax returns, a will, beneficiaries, and powers of attorney. We can help guide you through the complex process of getting your affairs in order.

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Financial Statements

A financial statement is a formal record of the financial activities of a business, person, or other entity. Financial statements go hand in hand with other bookkeeping practices.

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Insurance

While most consumers know how important life insurance is, many don’t realize that there are many different types of policies available, some are quite affordable. Those shopping for life insurance need to know what types of policies, as well as other details including cost and company ratings. We can help you with this major decision by giving you access to the top rated insurance carriers in the market. Are you aware of the living benefits of life insurance? Call our office to discuss these excellent planning options for tax free retirement, college savings and estate protection.

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IRS Representation

IRS audits can be a long, arduous process; however, with our assistance, we can ensure the process runs as smoothly as possible. Our team of experienced professionals can ensure that you are being properly represented when dealing with tax authorities.

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Pension & Profit Sharing Plans

Profit sharing compensation can be stocks, bonds, or cash, and can be immediate or deferred until retirement.If your business practices profit sharing, it is important to keep detailed and accurate financial records in order to maintain minimal tax liability.

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Retirement Planning

There are many different types of retirement plans available, including an Individual Retirement Account (IRA) and a 401(k) plan. Most plans have different rules and guidelines, including details such as when the money can be withdrawn. For this reason, it is important to enlist a professional tax accountant. Our staff can assist you with your retirement planning needs.

 

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Tax Planning & Preparation

The goal with tax planning is to minimize liability in current and future tax years. Some examples of tax planning include: deciding whether to file jointly or separately, timing the sale of an asset, identifying applicable deductions, etc. Tax preparation is one of our most popular services because we can lend an experienced, professional eye to your tax return and ensure that you get the highest return possible.

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Call today to schedule an appointment!