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Our Services

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Explore our Various Service Areas!

 


Tax Preparation, Planning and Dispute Resolution/IRS Representation

Individuals
Tax returns and filing instructions have been prepared for 1000's of individual clients each year.
Business Services
A variety of business tax returns are prepared each year.
Tax Planning
Tax planning tax forecasting services for estimated payments, business transactions and estate planning purposes.
IRS Representation and Dispute Resolution
We have years of experience representing client before the IRS as we are often referred cases by others including prior year nonfiling/late filing. You sign a Power of Attorney for us to represent you before the IRS and you do not have to meet with them or speak with them. We are there to represent you as your advocate!

Accounting Services

Financial Statements
Monthly, quarterly and year-end Financial Statements are prepared accurately and timely for a broad range of businesses. This includes all levels of service, Compiled, Reviewed and Audited financial statements depending upon the clients needs.

Other Services

Business Valuations
Establishing the proper value of a business is often required for bank loans, estate planning matters and purchase or sale of a business. We have valued business up to $30,000,000 over the years!
Financial Planning
Many clients like us to review their investments and goals and to interface with their financial advisors. This is because we are not paid by the investment itself and we are impartial and not conflicted.
Controller Outsouring and QuickBooks Pro Advisors
We are here to help support you or even fully manage your QuickBooks needs. Including online services.
You should seek professional advice before implementing any of the strategies discussed herein, since: (1) The strategies are general in nature and will not apply to every situation; (2) Other opportunities may be better suited to your particular needs; and (3) The rules and regulations are constantly changing.