We specialize in tax preparation for individuals, partnerships, corporations, S-corporations, nonprofit entities, trusts, estates, and gifts. Our preparation process involves a thorough review and analysis of your situation, allowing us to recommend tax saving strategies. We also review your retirement savings goals and recommend an individually-tailored strategy to achieve those goals.

We understand that business owners want to focus on what matters: running their businesses! Our firm provides full service bookkeeping and payroll, which includes posting transactions, reconciling the bank, paying bills, monthly close of the books, and financial statement preparation.

What is your business worth? There are many reasons to ask this question. Are you planning to gift part of your business to a family member? Are you preparing to sell your business and want to evaluate a potential offer? Are you considering buying into a business and want to know how much you can expect to pay? Our staff is certified in business valuation involving several different techniques.

Thinking about starting a new business but don’t know where to start? We have extensive experience in helping new ventures get off the ground. From choice of entity type (LLC, Inc, etc) to business planning, budgeting, and forecasting, we can help simplify the process of starting your business.

We work closely with your attorney to design trust and entity structures to accomplish your goals.