Our Services
Administrative, Accounting, and Bookeeping
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