What We Do Best

If you want to learn what we can do for you, you’re in the right place. Read to learn how we managed to grow our business.

Consulting

Advice That Matters

Taxes

The Right Advantage

Planning

Getting You Where You Want To Be

services

Tax Preparation & Planning

Effective tax preparation and planning can help you to minimize your future tax liability. we can help you proactively manage both your personal and business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. 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 federal, state, and local tax legislation and other developments affect you and your business, and we are constantly identifying new ways to reduce federal, state, and local tax liabilities.

Estate & Trust Tax Preparation

Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you to structure your estate and trust to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all estate and trust tax-related matters.

Payroll Services

Constantly changing federal, state, and local laws and tax regulations make payroll management an ongoing challenge for business owners. Our payroll services professionals are well versed on these laws and regulations. We can proactively alert you to material changes that will affect your business and your employee while also keeping payroll running smoothly no matter how large your business and your employee population becomes.

IRS Representation

An IRS audit can be an intimidating and complex process. If you or your business face and IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.

Retirement Planning

Retirement planning is critical in these uncertain times. whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, we can help you evaluate the available options. Our focus is on helping you make the choices that is most appropriate for your own financial situation. If you are choosing a retirement plan for your business, we will base our recommendations on the unique characteristics of your business and your employee population, as well as the legal and compliance issues related to each type of plan.

Sales Tax Services

State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.

Schedule an Appointment Today!