Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. 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
• IRS Representation
• Bookkeeping/Payroll

Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.

Tax Services

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

• Tax planning & return preparation
  • Individuals
  • Corporations
  • Partnerships
  • LLCs/LLPs
  • Estates, trusts & gift
  • Not-for-profit organizations
• Taxing authority representation
• Divorce and support issues
• Tax effects of buying/selling a business

IRS Representation

• Offer in Compromise
• Installment Agreement
• Tax Penalty Abatement
• Trust Fund Recovery Penalty Relief
• Innocent Spouse Relief
• Injured Spouse Relief
• Wage Garnishment
• IRS Audit

Bookkeeping/Payroll

• Professional Quickbooks Setup and Entries
• Quarterly Financial Statements, Quarterly 941 and TWC fillings
• Yearly filling of 940, W-2’s W-3’s 1099 and 1096
• With all your Integrated Bookkeeping and
  Payroll Needs.