Our Services

Our Services

Our primary focus is tax consulting and preparation, but we offer a broad range of other services to help you organize your life or business. If there is something we can do to help that you don't see listed here, please call - as a small company we are very adaptable!




Data security and privacy are extremely important to us. Please take a moment to read our Privacy Policy.


Please also read our Engagement Letter for important information regarding rights and responsibilities of the client-professional relationship.



Income Taxes

We prepare income tax returns of all levels, from simple to exceedingly complex. Small business, stock sales, rental houses, Earned Income Credit, you name it, we're familiar with it. We particularly specialize in returns with a "complicating factor" to deal with. The bigger the challenge, the happier we are!


Business Taxes

Corporation, S-Corporation, LLC, partnership, joint venture...whatever your business form, we are ready to help. From the Personal Services Tax to the Built In Gains Tax, we are ready to calculate it, minimize it, and file it.


Estates & Trusts

We have extensive experience in estate and trust taxation. For several years now, the fate and form of the estate tax has been in flux, but we have kept up with the changes. Please feel free to contact us to discuss your estate planning issues and questions.


Non-Profits

We prepare small to medium-sized non-profit returns, including charities, trade groups, scholarship foundations, etc. We can also help your small non-profit file the required annual 990-N "non filing" e-postcard.


Tax Advocacy

Having trouble with the IRS or ODR? Whether it be an audit, an adjustment, a tax lien, or any other nastiness, let us help you through it. We can negotiate payment plans, tax settlements, paycheck garnishments, anything you need.


Bookkeeping

There may be less expensive bookkeepers out there - but what about the quality? Sometimes it pays to pay more. We are trained accountants who know what the bank wants, what the IRS wants, and what you want. Give us a call to discuss a reasonable rate - we're negotiable based on your volume!


Tax Planning

Don't call us after you've sold that rental house you've owned since 1977, call us before and let us give you a heads-up on just what the tax hit will be. A little foresight goes a long way. The tax code changes constantly and we keep up with it - call us!


Seminars

We are experienced speakers who can offer your group good advice and solid tips to help with your tax planning. Let us come give a little talk ... nine times out of ten we will even bring free handouts for your attendees.