• Tax Planning
• Trusts, Estates & Gift Tax
• Financial Statement Preparation
• Accounting and Bookkeeping
• Business Consulting
• Payroll Services
• Sales Tax Services

• Construction
• Manufacturing
• Professional Services
• Real Estate
• Retail

• Partners
• Associates
• Professionals
• Administrative Staff

Client Services

Tax Planning and Preparation

Tax laws are complicated to understand and are always changing. Every individual and business needs a professional on their side who is able to unravel the complexities and stay on top of current laws which lead to potential tax savings. We diligently stay up-to-date on current and upcoming changes in laws which minimize our clients tax bill. Our tax related services include:

• Individual Income Tax Preparation
• Business Income Tax Preparation (Corporations, S-Corporations, Partnerships, and Limited Liability Companies)
• Continual Individual and Business Income Tax Planning throughout the year to minimize your tax exposure
• Internal Revenue Service and Franchise Tax Board Audit Representation
• Tax-Free Exchange planning and advice