- Tax PlanningTax planning and preparation form a winning combination for our successful individual and business clients. Our experienced staff can develop tax strategies that take advantage of new tax laws and legislation. We service the following: individuals, corporations (all types), not-for-profits; partnerships; and private foundations. During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients are properly represented before the various federal and state tax agencies.
- IRS Representation
- Tax Services
- Income Tax
- Accounting ServicesProviding financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records will assist you in running your business operations more efficiently. Our firm provides a full range of cost effective accounting services, including the following...
- Financial PlanningA properly structured financial plan enables you to face any financial challenge that may present itself at each stage in life. We understand how taxes, business interests and personal finance issues can affect a personal financial plan. Through the financial planning process, we will work with your investment advisor to develop strategies that will enable you to achieve your goals and strengthen your financial security.
- Retirement Planning