Client Services

Our firm offers a wide range of services to our individual and business clients. Being a small firm, we are able to offer our clients personalized quality service. Below, we have listed the services that we offer to our clients along with a brief description.

As the list is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.

Accounting Services


Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

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Consulting Services

Business Entity Selection

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

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Tax Services

IRS Representation

In addition to our our years of experience dealing with taxing authorities we have teamed up with CPAConnect.  CPAConnect is a national  association of independent accounting firms and membership in this organization provides us with access to hundreds of practicing certified public accountants who are  willing to provide guidance during the audit process.  Their advice helps us navigate this process to your advantage

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Tax Planning

Although we work closely with your financial planner so that your financial goals and your tax goals are not at odds with one another, our tax planning  is focused primarily on the current and near term.  We work with you to make sure you are using the tax laws to your advantage. You will only pay what is legally required and no more.

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Tax Preparation

Even though we are a small practice we use one of the best computerized tax preparation  software programs on the market - Prosystems fx.  This software has the best diagnostic tools available which complements our knowhow and assists us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, and trusts.

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