Individual Tax Services

  • Federal, state, and local income tax preparation and planning
  • Tax projections
  • Investment income strategy and planning
  • Retirement income strategy and planning
  • Charitable giving strategy and planning
  • Representation before federal and state taxing authorities
  • Tax notice response and consultation services

Business Tax Services

  • Federal, state, and local income tax preparation and planning
  • Sales and use tax preparation
  • Due date and tax law monitoring and notification
  • Tax planning for business transactions
  • S Corporation election preparation and filing
  • Representation before federal and state taxing authorities
  • Tax notice response and consultation services

Estate & Trust Tax Services

  • Federal, state, and local income tax preparation and planning
  • Tax Projections
  • Estate and gift tax planning
  • Representation before federal and state taxing authorities
  • Tax notice response and consultation services

Accounting Services

  • Accounting software implementation, training, and hosting
  • Vendor bill processing
  • Customer invoice preparation
  • Bank and credit card account monthly reconciliation
  • Fixed asset record and depreciation schedule maintenance
  • General ledger transaction recording, processing, and reconciliation
  • Accounting policies and procedures development, documentation, and implementation
  • Financial statement preparation
  • Financial statement compilation
  • Financial statement review

Payroll Services

  • Payroll processing
  • Federal, state, and local payroll tax preparation and filing
  • Payroll tax compliance and planning
  • Payroll tax deposit processing
  • W2 and 1099 preparation and filing

Advisory Services

  • Business formation and entity selection
  • Business purchase and sale advisory services
  • Outsourced CFO services
  • Planning, budgeting, and forecasting services
  • Cash flow management and analysis
  • Financial management reporting and analysis
  • Owner and employee compensation advisory services
  • Qualified retirement plan advisory services