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Our Services

We know that the accounting needs for each individual, family and business are different. That’s why our services are customized to meet the unique needs of each client. With your situation in mind, we work with you closely, guiding you through all of your options available.

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Tax Preparation and Planning

We prepare income tax returns for: Individuals, S Corporations, C Corporations, Partnerships, LLCs, Trusts, Estates, Gifts, Non-Profits, Multi-State

Tax planning is more important than tax preparation, in order to save client’s tax. Tax planning is a process that is particular to each client, so we have to discuss that on a case-by-case basis.

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Quickbooks Accounting

We use QuickBooks Online extensively by completely maintaining client records, or by editing client-prepared data, as needed.

We also use QuickBooks Desktop by dialing into clients’ computers, either completely maintaining their QuickBooks or only editing QuickBooks as needed.

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Business Support

Cash flow planning
Large transaction planning
Set up of LLCs
Obtaining Federal ID#s