Our Services
Our services range from tax preparation, financial evaluations, mid- and year-end planning, tax deficiency and notice resolution, investment advisory (non-Series 7), accounting, and budgeting (personal and corporate).
Tax Preparation
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Form 1040 and state returns
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Corporation returns
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Non-profit returns
Tax Planning
Evaluation of prior-year tax returns and current-year circumstances to effectively plan for this year's taxes
Tax Notice Resolution
Resolve tax return notices or deficiencies you may have received from the IRS or state tax agencies
Investment Advisory
Financial insight (non-Series 7) to help you continue investing your money, emphasizing tax impact
Accounting
Financial statement clean-up work for your business
Budgeting
Individual and family budget preparation, in addition to budget prep for businesses and non-profits
Email Us
For inquiries only. Do NOT send personal information or details here.