Our Services

The services we render to our clients are always guided to their specific needs and to the business environment in which they operate. We work closely with all of our clients in helping them to identify, understand and resolve those factors which affect their success. The following is a description of some of the areas in which we provide services to clients.

Tax Planning and Compliance Services

Our firm continuously monitors federal, state, and local tax law changes so we can advise our clients on how to minimize current and future tax liabilities. Our firm works closely with client personnel with the objective of using all legitimate means to conserve financial resources through effective tax planning.

Tax services offered include, but are not limited to:

• Individual & Business Tax Return Preparation

• Trust & Estate Tax Return Preparation

• Estate Tax Planning

• Taxing Authority Representation & Correspondence

• Outsourced CFO Services

• Accounting & Bookkeeping Services