We provide large firm resources with small firm attention and are able to custom-tailor our services to meet our clients’ needs within their specific business and personal environment.
The tax and financial planning services we provide include
Income Tax Preparation (including multi-state filings)
Individuals
partnerships
Trusts
“S” and “C” Corporations
Non-Profit Organizations
Estate and Gift Tax Returns
Business Tax (payroll, sales, property)
Representation in Tax Audits
Tax Research
Tax Minimization Planning
Tax Projections
Estate and Trust Planning
Benefit and Retirement Planning