What We Offer

We meet with each client to determine the level of services needed. From a one time consultation to recurring bookkeeping and tax services, our goal is to propose a solution that works for both of us. Contact us for an initial consultation to see if we can accommodate your request for services.

Income Tax Returns

We prepare individual, corporate, partnership, estate and trust income tax returns.

Tax Planning

Starting or selling a business? Deciding how to pay for college? Considering whether to buy a vacation home? We can help.

Estate and Gift Tax

We work with clients and their attorneys to advise on gifting and estate tax planning to maximize your ability to transfer assets.

Retirement Planning

We recommend how to structure retirement distributions to maximize tax savings. We advise businesses on the tax implications of differing retirement plans.

Bookkeeping and Accounting

We offer monthly bookkeeping services and as needed general accounting assistance. Bookkeeping services are offered in Quickbooks Online or Desktop.

Payroll Tax Filings

Payroll services are offered to our tax clients in the form of initial payroll set up and consultation, payroll tax returns, and payroll tax remittances.