Tax & Business Services

We offer a comprehensive tax and business services through our tax planning staff.  Many of our clients appreciate the convenience of having their financial planning, investment management and tax services under one roof.

Our tax planning staff brings a wealth of experience from a variety of international accounting firms and large financial institutions. Through a proven teamwork approach, we offer a comprehensive solution to assist clients with reducing, deferring, and/or avoiding taxes.

In addition to providing sound technical advice, we take our client relationships one step further by offering proactive, personalized service. We know our clients by name, and are committed to their peace of mind. You can count on us to provide you with:

Tax Planning

Strategic tax planning is a year-round process. Strategic planning for reduction, deferral and/or avoidance of taxes is our specialty.

Tax Return Preparation

Federal and state return preparation expertise for individuals, partnerships, trusts, corporations, and tax-exempt organizations.

Business Consulting

Our firm offers a wide range of consulting services for closely-held businesses including corporations, partnerships, limited liability companies and tax-exempt organizations. These services include choice of entity type, business structure, mergers and acquisitions, business plans, stock option planning and much more.


For business owners and individuals, we offer extensive accounting services, including preparation of monthly financial statements, payroll tax reporting, bank statement reconciliation, and property and sales tax reporting.

Bill Paying Service

For those individuals and business entities that desire additional assistance with their accounting needs, we also offer a Bill Paying service. Our firm will issue checks, make deposits, organize records, and provide reports for decision-making.