Tax, accounting & advice

In addition to preparing annual individual, business and fiduciary tax returns, we guide clients through planning and preparation decisions to find every legitimate way to reduce what they owe. Experience, attention to detail and careful research let us stay current with constantly changing tax law. Every client’s situation is different, and we’ll help you navigate yours toward the best possible outcome.

• Individual tax returns
• Business tax returns
• Fiduciary returns for trusts and estates
• Tax planning before big decisions
• Research on complex or changing rules
• Estimated payment guidance

Businesses rely on accurate, timely and insightful financial information to stay profitable and act on new opportunities. We help clients keep accurate bookkeeping and payroll records, set up accounting systems (primarily QuickBooks), and find the right payroll solution. Everything else is tailored to your business’s accounting and bookkeeping needs.

• Bookkeeping and payroll records
• QuickBooks setup
• QuickBooks consulting
• Choosing a payroll solution
• Accounting tailored to your business

We aim to be trusted advisors, not just preparers. Whether you need help with tax strategy, choosing the best entity for your business, understanding your financial reports or planning for retirement, we’ll help you find the right answer for your situation.

• Tax strategy
• Choosing a business entity
• Understanding your financial reports
• Retirement planning
• Everyday tax and business questions

If you’ve received a notice from the IRS or a state revenue department, we can communicate with the agency directly on your behalf to identify the problem and find a resolution. Professional representation can be vital during an audit or other inquiry, and our experience with tax authorities lets us guide you through it.

• Responding to IRS and state notices
• Direct communication with agencies
• Audit and inquiry representation
• Working toward a resolution