Our Services
Comprehensive tax and accounting solutions designed to help you achieve financial success and peace of mind.
Tax Preparation & Planning
Strategic tax planning and preparation services to minimize liabilities and maximize deductions for individuals and businesses of all sizes.
Services Include:
- Individual Tax Returns (Form 1040)
- Business Tax Returns (1065, 1120, 1120S)
- Estate & Trust Tax Planning
- Multi-State Tax Compliance
- Tax Credits & Incentives
- Quarterly Estimated Tax Planning
Audit & Assurance Services
Professional audit and assurance services providing confidence, transparency, and regulatory compliance for your financial statements.
Services Include:
- Financial Statement Audits
- Compliance & Review Services
- Internal Control Assessment
- Risk Management Solutions
- SOC Reports & Compliance
- Forensic Accounting Services
Business Advisory & Consulting
Strategic guidance and expert consulting to help your business grow, improve profitability, and achieve long-term financial goals.
Services Include:
- Strategic Business Planning
- Financial Forecasting & Analysis
- Business Valuation Services
- Mergers & Acquisitions Support
- Cash Flow Management
- Exit Planning & Succession
Bookkeeping & Payroll
Accurate bookkeeping and reliable payroll services to keep your business running smoothly and in compliance with all regulations.
Services Include:
- Monthly Bookkeeping Services
- Payroll Processing & Tax Filing
- Accounts Payable/Receivable
- QuickBooks Setup & Training
- Financial Reporting & Analysis
- Bank & Credit Card Reconciliation
IRS Representation
Expert representation and advocacy during IRS audits, disputes, and collection matters. We protect your rights and interests.
Services Include:
- IRS Audit Representation
- Tax Dispute Resolution
- Offer in Compromise Assistance
- Payment Plan Negotiation
- Penalty Abatement Services
- Wage Garnishment & Levy Release
Wealth Management
Comprehensive wealth management and financial planning services to help you build, preserve, and transfer wealth effectively.
Services Include:
- Retirement Planning Services
- Investment Strategy & Portfolio Review
- Estate Planning Coordination
- Succession Planning for Businesses
- Trust Administration Services
- Tax-Efficient Wealth Transfer