Service Offerings

We offer a comprehensive array of business and tax services. Please see below for examples and contact us to learn how we can customize our offerings to give you exactly what you need. Our services are not limited to only what is listed below.
Individual Taxes

 

We will prepare your individual federal and state tax returns as necessary. We will delve into your personal situation to determine how you can pay the least and get the most.

 

Our services include giving you proper advice in terms of tax planning and retirement planning. We want to look beyond the present moment so that you can feel secure in your future.

Business Taxes

 

We handle taxes for all types of businesses. Our services encompass all of the returns businesses must file, such as income tax returns, payroll tax returns, sales tax returns, among others. We provide bookkeeping services as well.

 

If starting a new company, we will absolutely give advice as to where the company should be incorporated, what type of entity it should be, what the steps are, expected future costs, etc.

Trust & Estate Taxes

 

Should you need any estate planning services, we can definitely help you. We can discuss what your options are, what will be most beneficial for you, and refer you to the proper attorneys where necessary.

 

We will prepare any trust and estate tax returns that are necessary so you have nothing to worry about. In addition, we'll prepare your gift tax returns as often as you need.

IRS & State Audits

​We offer to represent you in nearly any IRS or state audit that comes your way. We have experience in almost every type of audit, whether an income tax audit, sales tax audit, labor audit, or otherwise.

 

We have saved clients hundreds of thousands of dollars over the years, and will continue to act in the best interests of all our clients who get chosen to be audited. 

 

You don't need to be a current client to have us represent you!

Payroll Processing

In conjunction with our business taxes offering, we also offer payroll processing services. We can do live payroll with check printing, live payroll without check printing, after-the-fact payroll, etc.

 

We will also discuss with you current wage requirements in your state, trends in your industry, and up-to-date news you should be aware of.

Other Services

In addition to the rest, we offer a comprehensive list of services that you may need - whether for yourself, your family, or your business. This is a short list:

 

- Notary Public

- Notice Resolution

- Real Estate Tax Exemptions

- IRA Contributions/Creation

- Mutual Fund Investments

- 529 Plans

- everything else

 

Basically, if you need it, we either do it or know somebody who does - all you have to do is ask!