Services

We are strategic business advisors with specialties and experience in a multitude of tax services.

Individual Services

We offer our individual clients the following comprehensive services

Complete overall financial and tax physical
- Review of your personal financial statement
- Review of pension, 401K and retirement assets
- Income tax return review
  - To ensure you are maximizing your deductions
  - Minimizing your federal and state tax liability
  - Year-end planning for tax savings strategies
Federal and State Individual Income tax preparation
- Using our Secure Sharefile Portal, transmit your documents electronically
- We use the latest Tax Organizer available on our website
  - To ensure we identify all the proper deductions
- Sign your return using our secure RightSignature portal
- We will Efile your returns using our advanced IT infrastructure to ensure you receive your refund ASAP!
Business return preparation
- From selecting the proper business entity
- To developing a plan to sell your business
- Registered QuickBooks professionals
- LLCs Corps, S Corps, and Trusts
Year-end tax planning
- We perform a comprehensive review of your prior year returns
- We review your current year paystubs, broker statements
- We provide a detailed analysis of your current tax status
- We make proactive recommendations to save $$$.
We are your DEDICATED Financial and Tax Resource
- We are available year round to answer all of your questions
- We don’t charge for phone calls
  - Most questions are answered during your call