Our Services

Contact us today to learn about how our services can deliver the right solutions for your tax needs.

Business Tax Preparation
and Consulting

Whether you are an established business or just starting out, we have the expertise and resources to guide you through every step—from buying or selling a business, to selecting the right entity structure, and navigating the complexities of multi-state tax regulations with confidence.

Trust and Estate Tax Preparation

We work closely with your attorney and estate representative to ensure the smooth administration of your trust and estate, including the preparation of all necessary tax returns. Our commitment is to guide you through each step, to help bring the process to a successful conclusion.

Family Wealth Transfer Planning

Our family wealth transfer planning services are designed to help guide the transfer of wealth to future generations, ensuring your legacy is preserved. With our experience in business and in taxes, we will consult with you and other advisors to arrive at solutions to achieve your goals.

Tax Planning in Retirement

We help you plan tax-efficient withdrawals from retirement accounts, optimize the timing of Social Security, and manage capital gains and losses to minimize the tax costs of retirement. Our approach aims to optimize your retirement income while managing tax liabilities.

Personal Tax Preparation Services

We provide tax preparation services for owners of pass-through entities, high-net-worth individuals, and business owners dealing with complex tax transactions. Our goal is to ensure compliance with tax laws while identifying opportunities for tax savings.

Federal (IRS) and State Tax Representation

Our team specializes in navigating the complexities of Federal, State, and Local tax agencies, providing expert guidance to resolve audits, notices, and disputes. With our understanding of taxes, we can intervene on your behalf, and help you achieve compliance and peace of mind.