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.

We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.  Our specialty is solving tax problems.  We are always happy to refer you to qualified professionals who can assist you in other respects.

Tax Planning

Two things in life are certain, and one of them is TAX.  There are tax implications for almost every life change. We listen to you to understand your unique situation – rather than applying a cookie-cutter approach – when advising our clients.  Whether you are going through a marital divorce, planning for retirement, or planning for wealth transfer, we can provide you with the advice you need to minimize your tax bill.

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IRS Representation and Audit Defense

Have you received a notice from the IRS? An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can ensure that you are properly represented. Our services also include tax collection resolution efforts such as Offers in Compromise, tax levy resolutions, and tax lien resolutions. Our services also include collections efforts such as Offers in Compromise, tax levy resolutions, and tax lien resolutions.

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Monthly Bookkeeping & Tax Preparation Package

Keeping track of the financial picture of your business is imperative to growing, as well as staying in business. We can provide comprehensive bookkeeping and accounting services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.

Additionally, effective tax preparation and 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 impact your tax status. 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 tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce tax liabilities for our clients.

Note:  For small business owners we can structure a fixed price monthly service to manage both your bookkeeping and your tax preparation while you do what you do best, run your company.

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Business Entity Selection

The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.

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Call today to schedule an appointment!