Services

If you’re looking for a firm that will focus on your individual needs, and always treat you like a client 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.

We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

Tax Return Preparation

Preparing an accurate tax return is often harder than it looks (and harder than the do-it-yourself product ads make it seem). Many self-prepared tax returns contain errors that can result in notices or simply paying too much tax. Even if you don’t get a notice right away, “not caught” is not the same as “accurately filed.” We will ensure that you qualify for all credits taken and help you to maintain the records necessary for substantiating your credits and deductions. While there are no true guarantees in tax, our process helps to ensure that answering notices or responding to an examination will be much easier and more likely to come out in your favor. Our return preparation fees include preparing and e-filing federal and state returns. Notice assurance is available for an additional fee.

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Personal & Small Business Tax Planning

Effective tax planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities affect your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.

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Personal Finance Consulting

Minding your personal finances in the present and for the future is critical in these uncertain times. Whether you are planning for an imminent retirement, just starting out at your first full-time job, looking to pay down debt, thinking about buying a house, or any other major financial decision we can help you achieve your goals. Our focus is on helping you to make the choice that is most appropriate for you both in terms of your financial situation and your other priorities—money decisions are never just about money. We act as a knowledgeable but disinterested sounding board for your goals and ideas and we  work with you to create manageable plans to meet your personal financial goals.

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Small Business Compliance Consulting

As a true and trusted business partner, we are available to help ensure your business remains in compliance with local, state, and federal requirements. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to opening, expanding, selling, or restructuring your business, we have the necessary knowledge and analytical capabilities to help you make the right decisions.

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Audit and Collections Representation

Audits can be an intimidating and complex process and the state and federal collections process can be downright scary. If you or your business is facing an audit or is in collections, we are here to ensure that you are properly represented when dealing with the IRS and other tax authorities. We can’t represent you without your help, but we are here to manage the process and to give you peace of mind that your tax matters are being handled with competence and diligence.

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