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.
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Income Tax Returns
We prepare individual, corporate, partnership, estate and trust income tax returns.
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Tax Planning
Starting or selling a business? Deciding how to pay for college? Considering whether to buy a vacation home? We can help.
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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.
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Retirement Planning
We recommend how to structure retirement distributions to maximize tax savings. We advise businesses on the tax implications of differing retirement plans.
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Bookkeeping and Accounting
We offer monthly bookkeeping services and as needed general accounting assistance. Bookkeeping services are offered in Quickbooks Online or Desktop.
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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.