Tax Preparation & Planning
Effective preparation and proactive planning to minimize your future tax liability — for both your personal and your business tax issues.
Services
Everything between a receipt and a return.
From monthly bookkeeping to strategic planning and IRS representation — one advisor who sees the whole picture of your personal and business finances.
- 01
- 02
IRS Representation
Facing an IRS audit, a collection notice or an appeal? We bring years of experience with IRS procedures to make sure you are properly represented before the IRS and other tax authorities.
- 03
Bookkeeping & Write-Up
Comprehensive bookkeeping, write-up and reconciliation services that keep the financial side of your business running smoothly.
- 04
Business Entity Selection
Choose the right structure — LLC, LLP, sole proprietorship, partnership or corporation — to maximize your financial and tax benefits. Already started? We’ll help you restructure if it makes sense.
- 05
Payroll Services
Automated, accurate payroll that runs smoothly no matter how large or small your business is.
- 06
Financial Statements
We work closely with your key people to develop accurate, timely financial statements your bank, investors and you can rely on.
- 07
Financial Analysis
Analysis that supports the continued prosperity of your business and helps you make the right decisions.
- 08
Audits, Reviews & Compilations
Financial statements and reports that are clear, concise and acceptable to all outside parties.
- 09
Estate & Trust Tax Preparation
Working with your legal counsel to structure your estate and trusts to minimize taxes and ensure a smooth transition to your heirs.
- 10
Retirement Planning
Evaluate retirement plan options — for yourself or for your employees — and make the right choice for your financial situation.
- 11
Sales Tax Services
Understand and manage your sales tax obligations, with returns prepared efficiently and on time.
- 12
Management Advisory Services
Support with business planning, mergers, acquisitions and other strategic decisions.
- 13
Business Consulting
A partner for any business problem or opportunity — helping you make the right decisions for the future of your business.
- 14
Buying or Selling a Business
Support at every step of a sale or purchase, including valuing the business, vetting potential buyers and supporting due diligence.
- 15
Accounting Software Selection
Choose and implement the accounting system that fits your business today and as it grows.
Not sure what you need? Tell us about your situation and we’ll point you in the right direction.
Book a consultationSend your documents securely
W-2s, 1099s, statements and IRS letters go straight to our encrypted client portal. Please never email your Social Security number.