6 Ways we can help YOU
Tax Planning Services
Our tax planning services encompass corporate and partnership planning, fiduciary and estate, individual taxation and fringe benefit plans. We also advise on tax issues related to choice of legal entity and tax conservation strategies.
Small Business Services
We assist our small business clients with business and corporate tax returns, preparation of financial statements, monthly write-up services, payroll tax reporting and W2 preparation.
- Business Planning
- Succession Planning
- Financial Planning
- Business Group/Organizations
- Retirement Plan type Consulting
Through our relationships, we can offer professional advice and provide representation before the IRS and state revenue agencies.
Our Clients have access to financial, investment and life insurance products and services. We strive to protect our Clients’ interests by selecting quality products. We are here to build long-term relationships based on integrity and responsiveness.
Through our relationships with other firms, we can assist Clients with audited, reviewed and compiled financial statements, as well as, agreed upon procedure reports, financial projections and forecasts.