- Tax PlanningTax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.
- Estate Taxes
- Tax ServicesVisit the Services area of our site to learn more about the many accounting and tax services available to individuals and businesses.
- Tax Deductions
- Income TaxAnd Congress keeps adding to this complexity with what seems like an ever-growing list of what is and is not taxable. With the April filing deadline right around the corner, this month’s newsletter has a fun quiz to test your knowledge about what our tax code says is subject to income taxes.
- Tax Return Preparation
- Business Tax Return PreparationSmall business tax return preparation and filing instructions is a core service offered to our clients. Whether your company is a C Corporation, S Corp, Limited Liability Company, Partnership or Sole Proprietor a properly prepared tax return can be filed to minimize the tax owed. Over our decades of business we have prepared hundreds of Federal and State tax returns for service, manufacturing, and many other types of small businesses.
- Accounting ServicesIf you own a small business and haven't kept up your bookkeeping, don't worry. We can help you. We'll prepare your bookkeeping for the year, prepare a full Schedule C, as well as your personal income tax return. Then we'll help you set up an easy system that allows you to keep your books in tip-top shape next year.
- Payroll ServicesTotal payroll services for small business clients have been provided for many years. Services include: Set up and maintenance of all records, time card tabulations, withholdings of tax and benefit contributions, Federal and State tax filings, issuance of checks and preparation of all W-2's and 1099 forms.
- Bookkeeping ServicesTimely, efficient bookkeeping services are available for businesses of all sizes. Computerized accounts are prepared, saved and presented for client review on a quarterly, monthly, and/or annual basis. Budgeting and forecasting support is also available. We support all major accounting programs including Quickbooks and Peachtree.
- Financial PlanningWhether planning for retirement, business expansion or a child's college education, financial planning is the cornerstone for meeting your goal. We help individual and business clients with a full array of planning tools. Our planning also incorporates tax and estate planning.
- Retirement PlanningWe work our whole life to prepare for the time we can slow down and retire. Everyone may have different goals for retirement but the one thing that will be guaranteed is your tax responsibilities will change.