Services






TAX PREPARATION – We prepare most individual income tax returns. We prepare the complete 1040 series including Forms 1040, 1040A, 1040EZ, and 1040NR.

TAX PLANNING – We assist in tax minimization planning for individual transactions (Sales, Retirement, Inheritances, etc.) as well as for the entire year and beyond.

IRS CORRESPONDENCE – We prepare professionally appropriate responses to IRS letters, notices and other forms of communication.

IRS REPRESENTATION – We successfully represent our clients before the IRS in audits and other similar inquiries. We work alongside legal counsel if required.

TAX PREPARATION – We prepare most business tax returns. We prepare the complete 1120 and 1065 series including Forms 1120, 1120A, 1120S, and 1065. We also prepare the employment tax returns Forms 940, 941 and 943.

TAX PLANNING – We assist in tax minimization planning for specific transactions (Sales, Asset Purchases, Inventory Write-downs, etc.) as well as for the entire year and beyond.

IRS CORRESPONDENCE – We prepare professionally appropriate responses to IRS letters, notices and other forms of communication.

IRS REPRESENTATION – We successfully represent our clients before the IRS in audits and other similar inquiries. We work alongside legal counsel if required.

TAX PREPARATION – We prepare all Estate, Gift & Trust tax returns. We prepare Forms 706, 709, and 1041.

TAX PLANNING – We assist in tax minimization planning for specific transactions (Charitable Contributions, Distributions, Estate Closing, etc.) as well as for the entire year and beyond.

IRS CORRESPONDENCE – We prepare professionally appropriate responses to IRS letters, notices and other forms of communication.

IRS REPRESENTATION – We successfully represent our clients before the IRS in audits and other similar inquiries. We work alongside legal counsel if required.

DEBT REDUCTION PLANNING – We provide clients with a detailed plan showing how much to pay and when to pay off their debts to minimize the time it takes to eliminate all consumer debt.

INSURANCE PLANNING – We review insurance policies and offer suggestions for improvement.

INVESTMENT PLANNING – We review portfolio holdings including non-financial assets like real estate and business ownership to determine your best allocation of resources.

MORTGAGE ASSISTANCE – We assist clients in cleaning up their credit and organizing their files to improve their chances to get a lower interest rate (APR) mortgage. We also help them select the best financial institution for their specific situation.