Tax Services

For Business Clients

We perform financial, inventory management, cost control and credit studies to ensure that your business is running in the most efficient, lowest-cost and lowest-risk manner possible. If your business is a start-up without an accounting system, or your current system is not optimally run or designed, our professionals will work with you to develop or refine accounting systems to manage your bookkeeping, payroll, and all other finance needs.

Our tax services include:

  • Income Tax Planning to Minimize Tax Liabilities
  • Income Tax Research and Analysis
  • Analysis of New Tax Laws
  • Consultation on Children and Spouses as Employees
  • Consultation on Entity Selection
  • Preparation of Personal Property Tax Returns
  • Consultation and Training on Accounting Software
  • Monthly, Quarterly or Annual Accounting and Compilation of Financial Statements
  • General Accounting Services
  • Assistance with Budgeting and Cash Flow Analysis
  • Qualified Retirement Plan and Employee Benefit Consultation
  • General Business Consulting
  • Entrepreneurial Management Focus
  • Payroll Services

For Individual Clients

Personal financial needs are every bit as important as business needs. For that reason, we offer expert personal financial planning advice on matters including financing your children’s educations, purchasing a home, preparing for a comfortable retirement, and planning your estate.

Our tax services include:

  • Preparation of Federal, State and Local Trust Tax Returns
  • Income Tax Planning to Minimize Tax Liabilities
  • Income Tax Research and Analysis
  • Analysis of New Tax Laws
  • Consultation regarding Estimated Tax Payments
  • Stock Option Planning for Maximizing Wealth
Please contact us for more information.