We offer a wide range of services to individual taxpayers and businesses, and our tax professionals have long experience in tax preparation and planning. We employ thorough research, the latest technology and best practices in the preparation of federal and state income tax returns.

Our commitment is to provide personalized professional service. We prepare all returns in-house to ensure not only high accuracy, but to safeguard our clients' financial and personal information.

Following is a list of the most common services we offer, and a brief description of each. As the list is not inclusive of all services, please feel free to inquire about other services you may need.

(Click Service Title For Details)

  • Tax Services
  • Tax Preparation
  • Tax Planning
  • IRS Representation
  • Cost Basis Analysis   

    Tax Services
    We take a proactive approach to tax services. By staying up-to-date on changes to tax law, we can help you take advantage of opportunities to minimize both your current and future tax liabilities. We provide our individual and business clients with the knowledge and expertise they need to meet their tax obligations throughout the year. Tax services we offer include but are not limited to:
    • Tax preparation and planning for individuals, corporations, partnerships, LLCs/LLPs, not-for-profit organizations, estates, trusts and gifts
    • Taxing authority representation
    • Divorce and support issues
    • Tax effects of buying/selling a business

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    Tax Preparation
    Our significant investment in software and other technology for tax research and preparation enables us to efficiently and accurately prepare returns for individuals, corporations, partnerships, trusts, estates and not-for-profit organizations.

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    Tax Planning
    Tax planning is an essential element of the tax preparation process. Through our experience and our knowledge of the latest developments in tax law, we can help you make tax planning an integral part of your business strategy to reduce both your current and future tax liabilities.

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    IRS Representation
    Through long experience, we have achieved a high level of expertise in dealing with federal and state taxing authorities — your assurance that we will properly represent you in the event of an audit.

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    Cost Basis Analysis
    Cost basis is a factor that many business overlook until the IRS comes knocking. The sale of stock and the withdrawal from or cashing-in of mutual funds results in a taxable event. In this event, you must verify the cost basis of the asset sold to determine if your transaction resulted in a capital gain or capital loss.

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