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Our Services

Administrative, Accounting, and Bookeeping

  • A/P and Bill Paying Services
  • Bookkeeping/Write-Up
  • Sales Tax Services
  • Professional Fiduciary Services
  • Financial Technology Support
  • Records Scanning, Storage and Management
  • Payroll Services
  • Business Administration Services
  • Trust or Estate Administration Services

Consulting and Planning

  • General Consulting Services
  • Retirement Planning
  • Business Entity Selection and Restructuring
  • Management Advisory Services
  • Quickbooks, Sage 50 & Other Accounting Software
  • Debt and Finance Advising
  • Business Consulting
  • Business Succession Planning
  • Employee Pension, Profit-Sharing and Other Benefits Planning

Tax Preparation Services

  • Individual Income Tax Preparation
  • Estate and Trust Income Tax Prepration
  • Not-For-Profit Income Tax Preparation
  • IRS or State Audit Representation
  • Partnership, LLC and LLP Income Tax Preparation
  • Corporate and S-Corporate Income Tax Preparation
  • Gift, Inheritance and GST Transfer Tax Return Preparation
  • Tax Notice Review and Remediation
  • Ministers of Religion/ Tax Planning
  • Offer in Compromise
  • Tax Advice and Tax Planning
  • Estimated Tax
  • Estate and Trust Planning
  • Tax Basis Research of Market Investments
  • Unrelated business taxable income preparation
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