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Tax Preparation

  • Individual
  • Business (Corporations, S Corporations, Partnerships, LLCs, Sole Proprietorships)
  • Estates
  • Trusts
  • Not-for-profits
  • Other (see Accounting Services)
    • Business Personal Property Tax Returns
    • Sales Tax Returns
    • Employment Tax Returns

Tax Planning and Advisory

With proper tax planning, you can create a strategy for minimizing tax consequences. By staying current on new and expiring tax laws, we are able to provide accurate and timely advisory assistance in this process.

Tax Problems and Resolution

Delinquent returns
IRS and/or State tax notices and assessments

Business Startup and Consulting

Entity selection
Tax considerations
Accounting requirements
Business planning and projections

Compilations and Reviews

Compilation services: Compiling business transactions and managment assumptions into a financial statement format for management use and sometimes 3rd party reporting requirements.

Review services: Through analytical and inquiry procedures, the review of financial statements for the purpose of providing negative assurance that the statements are free of material misstatement and in accordance with GAAP or other 3rd party pre-defined format.

QuickBooks Consulting

A large percentage of small businesses now use QuickBooks to meet their accounting needs. We have a qualified team of QuickBooks advisors and Advanced QuickBooks Certified advisors to assist you with your QuickBooks accounting needs.

Accounting and Bookkeeping

We provide monthly, quarterly or as needed accounting and/or bookkeeping services including, but not limited to, data entry, bank reconciliations, account setup, year-end cleanup and adjustments, sales tax reporting, and accounting advisory services


Payroll preparation
Payroll liability tax deposits
Federal and State quarterly payroll reports
Annual filing requirements (W-2s and W-3)





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