Income Tax Return Preparation:

Tax return preparation for individuals, businesses, estates, and trusts.  We can provide tax preparation services required by both federal and all fifty state taxing agencies.

Income Tax Planning:

Income tax planning for individuals and businesses including startup entities and established organizations.  We can provide tax planning throughout the year so there will be no surprises which will affect your tax situation negatively in the future.  We will also provide insight to ensure your understanding of the income tax implications of your investments including municipal and government interest, dividends, capital gains and losses, and real estate.

Estate Tax and Wealth Transfer Planning:

We can show you how to move your income and assets among entities to take advantage of the existing laws and pay the least amount of estate tax.  We can also help establish a long-term plan to build wealth and transfer that wealth to your children and to provide the means to eliminate or fund estate taxes.

General Business Consulting/A "HOW TO" Approach:

We can advise you on general business matters and questions that arise in the normal operation of your business including obtaining a Federal Employer Identification number, what documents are needed to open a bank account, what insurance is required and what is preferred, how to handle payroll issues, how to plan for the death or disability of a partner, and how to position your business for sale.