Our Services

The following is a partial list of the most common services we offer:

  • Tax Preparation
  • Tax Planning
  • Estate Planning
  • Probate Administration
  • Business Consulting & Advisory Services
  • Accounting Systems Automation Design, Implementation & Training
  • Mortgage Financing and Re-Financing
  • Retirement Plans, including SIMPLEs, SEPs, Defined Benefit/Contribution Plans, 401(k)s, Solo(k)s, IRAs and Rollover Accounts

 

Other Services

Business Advisory Services

Business Plans, Profitability and cost assessments, Accountable Reimbursement Plans, Health & Welfare Plans

Accounting Services

Payroll Services

Total payroll services for small business clients.

Automated Accounting Systems Design and Implementation

Accounting systems design, implementation and training.

Tax Preparation Services

Individuals

Tax returns and filing instructions have been prepared for 1000's of individual clients each year.

Business Tax Returns

A variety of small business tax returns are prepared each year.

Tax Planning

Long term, annual and mid-year tax planning and tax forecasting services.