top of page


The firm offers a wide variety of services aimed at helping individuals and closely held business to prosper and preserve wealth.​

Tax Services
  • Federal and state business tax planning and preparation

  • Federal and state Individual tax planning and preparation

  • Federal and state estate and trust tax planning and preparation

  • Federal and state tax preparation for not for profits

  • Preparation of tax projections

  • Representation of taxpayers in regard to audits, notices, and installment plans

  • Preparation of payroll tax, sales tax, and other miscellaneous tax returns


Accounting Services
  • Financial statement preparation

  • Bookkeeping and assistance with business operations

  • Analysis of cash flow, working capital and budgeting

  • Forensic accounting

  • Quickbooks consulting

  • Operational reviews

Other Services
Other Services

Estate planning
Retirement advisory services
Bill paying and banking services for senior citizens

Need to Find a Professional?

We work with many individuals and firms that can provide valuable services.


Please contact us if you need to find an attorney, financial advisor or banking professional.

Need more details? Contact us

We are here to assist. Contact us by phone, email or via our Social Media channels.

bottom of page