Back to top

Client Login

We provide a wide range of services to individuals and businesses in a variety of professions and industries. We strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

A sampling of the services we are proud to provide follows.  This list is not all-inclusive, and so please feel free to inquire about a service if you do not see it listed:

Individual Income Tax Preparation and Planning

  • All aspects of individual taxation, planning, preparation, and compliance
  • We want you to understand your tax liabilities, and ways you can minimize them

Business Tax Planning and Preparation

  • Sole proprietors, partnerships, LLC's, S-corporations and closely held C-corporations are the types of businesses we advise
  • Consultants, professional service firms, real estate, are some of the industries in which we specialize

Estate and Trust Tax Preparation

  • We help you through the complicated maze of decedent filings for your loved one's estate
  • Often it becomes an ongoing relationship, depending on how the trusts are structured, and if they continue after death
  • Or we get you through the year or two post-death distributions, and necessary filings that can seem overwhelming

Assistance with Local Tax Regulation Compliance

  • We try to eliminate some of the confusion
  • We answer the question "what local tax forms do we need to file?"

Small Business Set Up

  • The administration of setting up a small business can be daunting to a first time business owner
  • We try to make the process as streamlined and user friendly as possible

Financial and Retirement Planning

  • We evaluate your current financial situation and will provide you with a comprehensive personalized plan to meet your short and long-term goals
  • We will make recommendations to minimize taxes, maximize wealth, and help you to secure your financial future

Information Request for Services Listed Above