Professional Services

  • Individual Tax

    Our tax experts will satisfy your every tax need. We deliver peace of mind and support in dealing with the IRS and other taxing authorities.

    Our Services Include:

    Tax Planning

    Calculate quarterly estimates, plan for retirement, save for college and other major events. Tax planning will help you reach your financial goals and prevent surprises from derailing your plans.

    Return Preparation

    Our experts will prepare all forms for every jurisdiction in a timely manner. Our experience and knowledge of international, federal, and state tax law will reduce your taxes and minimize the cost of compliance.

    Audit Support

    We apply industry best practices in documentation and record retention so that we are prepared to respond to the IRS and other state tax authorities. Rest easy knowing that every return is backed by audit support and assistance dealing with all compliance issues.

  • Business Tax

    Your business may have a wide range of accounting needs. Our suite of accounting services can be tailored to your needs so you can focus on doing what you do best.

    Our Services Include:

    Bookkeeping and Financial Statement Preparation

    Do away with the constant hassle of reconciling business receipts and allow us to manage your bookkeeping. Proper bookkeeping throughout the year will provide timely and accurate information about your standing. Businesses that maintain proper financial statements will find it is easier and cheaper to prepare tax returns, apply for loans, and utilize other financial tools.

    Tax Planning

    Prepare quarterly estimates, reduce tax liabilities, adjust tax structure, plan for retirement, and more. Our experts have rich experience navigating tax law and will assist you in whatever way you need. Take advantage of our tax planning so avoid surprises and be prepared for the next step in your financial journey.

    Return Preparation

    We support federal, state and international reporting for Corporations, Partnerships, LLCs, and Trusts. Our experts are experienced and equipped to deal with multi-state reporting, PTE elections, FDII deductions, and any other compliance need you may have.

  • Nonprofit

    Nonprofit organizations face a complex web of regulatory compliance that can threaten their financial stability and ability to uphold their mission statement. These organizations must deal with an everchanging tax & auditing landscape. Our not-for-profit experience will help you comply with these requirements and understand potential issues that could threaten your tax classification.

    Our services Include:

    Accounting & Bookkeeping

    Streamline your financial reporting with our accounting & bookkeeping. These services will provide you with accurate and timely financial information so you are able to lead your organization.

    Return Preparation

    We have experience filing Form 990 and other applicable state returns. We can ensure that these forms are prepared correctly and timely, and advise on industry best practices for disclosure and presentation of materials.