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Practice Areas

Tax Preparation


We have the experience and expertise to prepare federal and multi-state tax returns:

  • Individuals

  • Corporations

  • Partnerships

  • Fiduciary (estate & trust)

  • Gift tax

  • Payroll tax

Tax Planning


We take proactive measures to ensure our clients utilize credits and allowable deductions to mitigate their tax liability and improve their financial positions.

  • Tax projections

  • Quarterly estimated tax payments

  • Capital gain tax considerations

  • Retirement

  • Education

  • Healthcare and special needs

  • Charitable donations and gifting

  • State and local credits

Bookkeeping and Payroll

As QuickBooks Pro Advisors, we offer bookkeeping services to our clients. For our more hands-on clients, we also offer bookkeeping consulting to help setup accounts, automate processes, or troubleshoot any problems they may encounter.

We offer payroll services which include quarterly and annual tax filings at the federal and state levels.



Business Formation and Dissolution


There are important tax decisions that must be made throughout the entity's life cycle. Whether you are starting up a brand new venture, converting to a new business structure, or winding down your operations, the decisions at this juncture will have important tax consequences.

  • Entity formation

  • Acquisitions 

  • S-Corp elections

  • C-Corp conversions

  • Corporate dissolution

IRS Notices


Did you receive a notice from the IRS or other state/local authority? We can handle notices from all Federal and State agencies

  • Tax, payroll, or other notice

  • Audits and appeals

  • Liens and levies

  • Installment agreements

  • Penalty abatement

  • Offers in compromise

State, Local, Sales & Hospitality Taxes


In addition to income tax, we handle other taxes for small businesses, merchants, and other taxpayers in special industries.

  • Multi-state tax returns

  • Sales tax

  • Hospitality tax

  • Business personal property tax

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