Services for your financial life

About Us

Our services encompass nearly every aspect of your financial life. We understand that planning for your family’s financial future is not just for the one percent; it’s important for everyone especially if you have a spouse or children. Because you and your loved ones have nothing to lose, but everything to gain. Find comfort in knowing a consultant in tax & business accounting is only an email or phone-call away.

Services for Business

Accurate bookkeeping is essential to your company’s long-term viability. Experienced, affordable, and reliable, we serve a variety of industries and clients from self-employed home-based business owners to small and medium-sized businesses with employees

Small business tax return preparation and filing instructions is a core service offered to our clients. Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership or Sole Proprietor a properly prepared tax return can be filed to minimize the tax owed. Over the years, 100’s of small business Federal and State tax returns have been prepared for both service and manufacturing company clients.

Financial Statement preparation for small business clients is a long-standing service of this firm. Depending on the client’s needs, monthly, quarterly and year-end balance sheet and detailed operating statements can be prepared and analyzed on a timely basis. The state-of-the-art accounting software used in our office can provide helpful comparisons and calculations for effective, practical business analysis.

When you outsource your payroll responsibilities to us you get a dedicated payroll specialist who works with you throughout the entire payroll process. There’s no need for you to hire an in-house specialist or maintain a payroll system. We also stay on top of legislation affecting payroll compliance, so you don’t need to.

Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.

Services for Individuals

Planning for your family’s financial future is not just for the one percent; it’s important for everyone especially if you have a spouse or children.

Financial planning is complicated, and you’re busy enough with everyday life. The good news is that we have answers. We know what it takes to make sure our clients achieve the financial independence they deserve after a lifetime of hard work.

The key to successful retirement planning is developing a plan that while based on your current financial situation, also meets your projected financial goals down the road. If you haven’t started saving for retirement, we’ll help you figure out a plan that works for you and your family.

As your trusted advisors, we evaluate your individual tax situation and guide you through any tax challenges that develop. Our goal is to minimize your tax liability so that you can keep more of your hard-earned money.

If you have accumulated significant wealth over your lifetime, a wealth management plan is the best way to ensure your assets are invested in such a way as to achieve maximum income growth.