We are a full service tax and accounting firm and provide a wide array of accounting and tax services for the small business.
 

  • Preparation of business and individual income tax returns.

  • Business formation.

  • Preparation of business plans for your new or existing business to secure financing.

  • Preparation of budgets and breakeven analyses.

  • Business valuations.

  • Tax planning for both businesses and individuals.

  • IRS audit representation.

  • Retirement planning.

  • Small business set-up.

 

 

 

Tax Preparation & Planning

  Personal & Business Tax Returns
  Non-Profit Tax Returns
  Estate, Gift & Trust Returns
  Out-of-State & Multi-State Returns
  Payroll & Sales Tax Reporting
  Individual & Business Tax Planning
  Authorized IRS e-file Provider

 

Tax Problem Assistance

  Prior-Year or Amended Returns
  Responding to IRS / FTB Inquiries
  IRS & State Audit Representation
  Appeals & Collections
  Lien & Levy Releases
  Offers in Compromise & Payment Plans
  Non-Filers

About

We are a full service tax and accounting firm and provide a wide array of accounting and tax services for the small business.
 

  • Preparation of business and individual income tax returns.

  • Business formation.

  • Preparation of business plans for your new or existing business to secure financing.

  • Preparation of budgets and breakeven analyses.

  • Business valuations.

  • Tax planning for both businesses and individuals.

  • IRS audit representation.

  • Retirement planning.

  • Small business set-up.

 

 

 

Tax Preparation & Planning

  Personal & Business Tax Returns
  Non-Profit Tax Returns
  Estate, Gift & Trust Returns
  Out-of-State & Multi-State Returns
  Payroll & Sales Tax Reporting
  Individual & Business Tax Planning
  Authorized IRS e-file Provider

 

Tax Problem Assistance

  Prior-Year or Amended Returns
  Responding to IRS / FTB Inquiries
  IRS & State Audit Representation
  Appeals & Collections
  Lien & Levy Releases
  Offers in Compromise & Payment Plans
  Non-Filers

Business Record Keeping

  Proprietorships, Corporations & Partnerships
  QuickBooks Bookkeeping
  Payroll Processing
  Notary Services

Estates

  Court & Trust Accounting Preparation

Financial Services

  Estate Planning
  Retirement Planning
  Life & Health Insurance
  Other Financial Services
 

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