financial planning


​income tax /


Our knowledge and expertise over many years make your taxation and financial planning experience easy.

We strive to be your trusted advisor working with you each step of the way to understand your goals and objectives.

We provide strategic advice in the following areas. 

  • Sole Proprietor, Partnership, LLC and           Corporate Formations
  • Lease / Buy Decisions
  • Strategic Business Planning
  • Business Valuations
  • Computer System Implementation and         Training
  • Employee Benefits Analysis
  • Business Sales and Acquisitions
  • Business Proposals and Loan                       Applications
  • Trust and Estate Administration
  • Individual Tax Return preparation
  • Corporate / Partnership / LLC Tax                 Return preparation
  • Trust / Estate Tax Return preparation
  • Payroll Services, Sales and Local Tax           Return preparation
  • Tax Planning for Closely Held                       Businesses
  • Tax Audit Representation by Enrolled           Agents (EA's)
  • General Ledger preparation of books           and records
  • Bookkeeping analysis with                           recommendations for modification and         computerization​
  • Preparation of Financial Statements for       Individuals, Partnerships, Corporations,       Estates and Trusts
  • Debt Management
  • Retirement Planning
  • College Planning
  • Legacy and Estate Planning
  • Budget Implementation and Analysis