In many cases, a client's business and personal taxes are intertwined.  With knowledge of both sides, I can help improve your personal tax position.  I can also refer you to financial services experts who can help you chart an overall course, including estate, gift and retirement planning.  What you want most is tax advice you can count on -- reliable counsel to guide you through complex and ever-changing tax rules.  You want to pay your fair share, but not more than necessary under tax law, using strategies geared to your long term business and financial goals. 

My services focus on the preparation of tax returns for individuals and all types of business entities.  But what if you need more?  I can assist with tax planning and create "what if" scenarios to help minimize tax exposure.  Need bookkeeping help for your small business?  I can advise you on how to set up and maintain your accounting systems.  Need payroll or 1099 support?  I can assist with calculations and reporting to ensure compliance with federal and state filing requirements.

Need a quick answer to a tax question?  Many tax consultations are complimentary for existing clients.


Professional Tax Services Include:

Tax Planning & Return Preparation

  eFiling in all States 

  Research, Estimates & Projections

IRS Representation

  Tax Audits & Correspondence

Special Tax Filings


Small Business

  Choice of Entity & Setup

  Accounting System Support

  Payroll & 1099 Support