Tax Preparation

We prepare federal and state tax returns for individuals, sole-proprietorships, LLCs, partnerships, C and S corporations and trusts.  We review all corporate client’s books prior to year end to avoid any double taxation or state tax issues and will review all other business client’s books upon request to limit tax liability.   

We are here to help you all year long with tax questions, estimated tax calculations, bookkeeping or any other services.  We work with clients to collect and organize information if any audit issues arise and will represent all clients with the IRS.

Tax Planning

It is important to discuss tax matters with a professional prior to entering into a transaction.  We offer tax consultations for every phase of your financial life from young families with questions about child and dependent care credits, college credits and college savings plans to those seeking advice on social security issues, retirement and estate plans.

We encourage clients to request estimated tax calculations during the year if income changes in order to be prepared for tax liabilities. 

Accounting

We have extensive knowledge and experience in accounting.  Although specializing in QuickBooks® software training and support, we also provide support for other bookeeping software/systems.  We can help set up your system, answer simple questions or provide extensive bookkeeping services.  We review books for all corporate clients on an annual basis, prior to year end, to ensure proper accounting and to minimize any tax burden.