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Office Hours During Tax Season:
Monday through Friday 9:00 am - 5:00 pm
Monday and Wednesday evenings 5:00 pm – 7:00 pm by appointment
Saturday 10:00 am – 1:00 pm by appointment

We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws.

  • Individual Tax Preparation
  • Small Business and Corporate Tax Preparation
  • Estate and Trust Planning and Tax Preparation
  • IRS and State Representation

Tax Questionnaire & Checklist

Individual Tax Preparation

Our accountants have the most up to date training and reference material to decipher the tax law changes that occur each year. Don’t entrust your tax preparation to just anyone, or worse yet to a generic off the shelf computer program. Let us minimize your tax bill and maximize your refund.

Small Business and Corporate Tax Preparation

From start-ups to million dollar companies, businesses rely on accurate tax preparation to minimize their tax liability. Our accountants have experience in a multitude of industries and specialize in reducing your tax bill. We provide tax planning advice throughout the year, not just during your tax preparation. We prepare estimated tax calculations and recommend year end actions to reduce your tax bill.

Estate and Trust Planning and Tax Preparation

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Our role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries.

IRS and State Representation

Professional representation can be vital during an audit or when trying to resolve a tax notice, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies.