Our firm offers a wide range of tax related services to our individual and business clients. Because our firm is relatively small, our clients benefit from personalized, quality service that is delivered by seasoned professionals. Below we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.


Tax Services

Tax Planning & Preparation

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual, corporation, partnership or LLC our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

Consulting Services

Business Entity Selection

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

Miscellaneous

Divorce Tax Planning

In conjunction with your attorney, we can analyze and recommend tax effective strategies for the distribution of assets between the spouses and minimize the tax for the year of divorce and beyond.

Quickbooks Installation and Training

Our qualified staff can set up and train you or your staff on the most efficient uses of Intuit's Quickbooks accounting program, at your office or ours.

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