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
Business Plans, Profitability and cost assessments, Accountable Reimbursement Plans, Health & Welfare Plans
Mortgage financing, refinancing, credit card consolidation and the buy or lease question.
Do you know how to probate an estate and why you should open a probate estate even if isn't required? We do!
Total payroll services for small business clients.
Complete bookkeeping services for small businesses.
Monthly, quarterly and year-end Balance sheet and Operating Statements are prepared accurately and timely for a broad range of small business clients.
Accounting systems design, implementation and training.
Tax returns and filing instructions have been prepared for 1000's of individual clients each year.
A variety of small business tax returns are prepared each year.
Long term, annual and mid-year tax planning and tax forecasting services.
Comprehensive Estate Planning.