Our Services

Income Tax Preparation & Planning

  • Individuals
    Partnerships and Corporations
     
  • Trusts and Estates
     
  • Non-profit organizations
     
  • Gift tax returns
     
  • Sales tax returns
     
  • Property tax

Audit Representation

  • For Individuals and Businesses
     
  • Reviewing correspondence and determining the scope of the audit
     
  • Preparing the necessary information to communicate the taxpayer’s case 
     
  • Obtain a resolution to the problem that benefits the taxpayer

Entrepreneur Support Services

  • Business Plans
     
  • Entity Formation
     
  • Policy and Procedures manuals
     
  • Employee handbooks

Financial Investments & Asset Preservation

  • Retirement accounts
     
  • 529 College Savings Plans
     
  • Short and long-term investing
     
  • Providing all Life and Health Insurance needs for individuals and small business groups
     
  • Fixed Annuities
     
  • Long Term Care Insurance and job cost