Tax Preparation and Planning

We prepare individual, business, trust, and non-profit tax returns for clients of all sizes. We work with you to determine your needs and filing requirements. What do tax accountants do in the "off-season"? Well, we spend a good portion of the year reviewing tax situations and forecasting what Uncle Sam's cut will be for the following year. Are you self-employed? Did something financially interesting happen this year? We can determine the ramifications and make recommendations to help you minimize your tax liability.


We're life-long learners, and nothing makes us happier than sharing our knowledge. We love guiding entrepreneurs through the start-up process and helping them get acclimated to software like QuickBooks. As you take the leap into self-employment, you may not know which questions to ask. We'll help you to form your questions and then provide the answers you need. We also have a wealth of experience helping established businesses evaluate their processes and identify improvements, and have routinely acted as a liaison between clients and various taxing agencies.


Our focus is on finding a solution that works for you, so we offer a wide range of bookkeeping services that can be customized to meet your needs. Whether you're looking for someone to take over all bookkeeping duties or just want some general oversight to make sure you're headed in the right direction, we're happy to help. Don't worry if your books are a mess or you need to catch up; we'll get you back on track and up-to-date. We realize the needs of your business are ever-changing, and we'll be with you every step of the way.

And more...

  • Compiled Financial Statements
  • Payroll Processing
  • Sales and Use Tax Returns
  • Personal Property Tax Returns
  • Form 1099 Compliance
  • Fixed Asset Tracking
  • Year of Divorce Consultations

Don't see your needs addressed above? Contact us for more information!