Our firm offers a wide range of services to our individual and business clients. Because
our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison.
Tax Return Preparation
Tax laws change so often, it's hard to keep up. We have many years of experience preparing individual, business, and
trust tax returns. We can make sure you get every deduction and credit you are entitled to. More
information on Tax Return Preparation services.
Tax Planning and Projections
We understand that planning for your taxes is not an easy task, we can help. We will
meet with you on a quarterly or annual basis to project your estimated tax payments.
During our years
of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they
are being properly represented before the various federal and state tax agencies. We can offer assistance with installment
agreements, IRS wage garnishment, innocent spouse relief, and various tax liens. More information on IRS Representation.
If you have not filed tax returns
for previous years, we can assist you with the preparation and filing of these returns. Additionally, we can assist with
penalty abatement letters and other issues related to late filed tax returns.
Services for the Elderly
We provide discounts
and special services for the elderly. We come to you at your home or retirement community. When the return is complete, we will mail or electronically
file the returns on your behalf. If payments must be made either with the filing of the return or for quarterly estimates,
we will meet with you to go over the payments and then take care of mailing the checks.
Consulting Services for Tax Firms
We provide consulting services for your tax department. We have the knowledge
and expertise to streamline your tax preparation workflow processes. If you are thinking about making the switch to
"paperless / less paper" tax preparation, we can help.