Services

* Income tax preparation for individuals, corporations, partnerships, LLCs, non-profit organizations, trusts and estates

* Tax planning services including real estate sales, tax-deferred exchanges, succession planning

* Business consulting

* Quickbooks consulting

* Preparation of estate tax returns

-We can analyze your tax situation: Where and how can I save? What’s my tax situation in the future? 

-We can help you start a new business: What is the proper entity for my new business? What do I need to file? Should I have employees or hire independent contractors?

-We can help you run your business: How much am I actually making per unit or job? What’s the best way to find new customers? How can I control costs and still provide the level of service I like?

-We can help you sell an existing business:  How much is my business worth? Should I sell the stock or the assets?

-We can help you plan for retirement: How much should I put away and where? When should I begin drawing Social Security?

-We can help plan your estate: Should I have an estate plan? How do I move assets out of my estate?

-We can help you with tax-deferred exchanges:  What do I have to do? Where should I roll my investment?

-The list is endless…Please call us to schedule an appointment to discuss these or any other issues.