Tax & Accounting Services

From preparation and filing to consulting and strategy development, our comprehensive services and support will help your business thrive. Navigating the complexities of income tax can be daunting, don't face it alone!

Individual Tax

Let us help manage your tax responsibilities with confidence. You will benefit from our in-depth analysis of your current situation including income, deductions, credits and liabilities.

Corporate & Partnership Tax

Our services are designed to provide comprehensive support and expert insights allowing you to concentrate on growing your business.

Partial view of a calculator, a pen and of a U.S. Form 1040.
Partial view of a calculator, a pen and of a U.S. Form 1040.
Open sign hanging on a glass door that is slightly open, with a store interior in the background.
Open sign hanging on a glass door that is slightly open, with a store interior in the background.
Money bag on a see-saw opposite a house with a family.
Money bag on a see-saw opposite a house with a family.
Trust & Estate Tax

We're dedicated to providing trustees, beneficiaries, and estate planners with the tools and knowledge to manage trust/estate income tax efficiently and effectively.

Gift Tax

Our mission is to empower you with the knowledge and tools needed to manage gift income tax confidently to ensure your gifting is both generous and tax-smart.

Audit & Notices

Our team will provide tailored advice and solutions based on your specific audit or notice challenges. You'll receive clear, actionable steps for gathering documentation and preparing your response.

Partial view of hundred dollar bills resting on a computer keyboard.
Partial view of hundred dollar bills resting on a computer keyboard.
Three mail letters partially visible in an interior door mail slot.
Three mail letters partially visible in an interior door mail slot.
Side-by-side blocks with one labeled ‘Resolution' meant to cover the text, 'IRS Problem'.
Side-by-side blocks with one labeled ‘Resolution' meant to cover the text, 'IRS Problem'.
IRS/State Resolution

Our team wil deliver expert support in negotiating with the IRS and resolving complex tax issues. Whether its back taxes, penalties or payment plans, our resources will guide you through the resolution process from start to finish.

Bookkeeping

Discover how we can help you achieve accurate and efficient bookkeeping so you can access detailed financial reports including balance sheets and income statements for a clear view of your financial health.

Tax Planning

Plan ahead with strategies that take into account potential life changes, such as retirement, education expenses, or business growth. We help you prepare for future tax implications and optimize your financial trajectory while reducing your overall tax burden.

Partial view of an individual calculating and writing on a financial report or chart.
Partial view of an individual calculating and writing on a financial report or chart.
Four glass jars (different sizes and shape) labeled 'Retirement', 'House', 'Vacation' and 'College'.
Four glass jars (different sizes and shape) labeled 'Retirement', 'House', 'Vacation' and 'College'.
A focused lit and hanging lightbulb with individuals sitting at a table blurred in the background.
A focused lit and hanging lightbulb with individuals sitting at a table blurred in the background.
Startup & Business Consulting

Starting a new business is an exciting journey, but it comes with its own set of challenges and opportunities. We are dedicated to providing entrepreneurs with the tools and strategies needed to make proactive tax decisions and achieve financial success.