Services

Retirement Planning

Retirement planning plays a crucial role in securing your financial future. Whether you are creating a retirement plan for yourself or selecting a plan for your employees, we can assist you in evaluating the available options. Our priority is to help you make the choice that best suits your financial situation.

Payroll Services

Managing payroll can be a challenge for business owners due to constantly changing federal, state, and local laws and tax regulations. We are well versed in these laws and regulations and can proactively alert you to any material changes that will affect your business and employees.

Business Services

We are here to assist you with any business problem or opportunity you may encounter. Whether you are considering expanding, selling, or restructuring your business, we can provide the guidance you need to make the right decision.

Bookkeeping/Write-Up

If your business doesn’t have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business.

IRS Representation

Facing an IRS audit can be intimidating. If you or your business are audited, we have years of experience in dealing with tax matters and IRS audit procedures. We will ensure that you are properly represented when dealing with the IRS and other tax authorities.

Tax Services

As our main service, we provide effective tax preparation and planning to minimize your future tax liability. We help manage both personal and business tax issues, including the impact of upcoming business opportunities on your tax status.