Services
Comprehensive Tax &
Financial Consulting Services
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
Accounting Software Selection & Implementation
There’s a lot of accounting software out there, and not all of it is made with your unique business in mind. Whether you’re just starting out or looking to upgrade from spreadsheets and stress, we’re here to help you choose a system that actually works for you. We take the time to understand how your business operates, what tools you're already using, and what your long-term goals are. Then we recommend and set up the right software that keeps your books organized, your records secure, and your growth supported. No tech overwhelm. No guessing. Just the clarity, structure, and peace of mind you deserve—with expert support every step of the way.
Audits, Reviews, and Compilations
Our audit, review and compilation capabilities are a core part of our services. We tailor each process to the unique needs of your business. We deliver financial statements and reports that are clear, concise and acceptable to all outside parties and that can provide information and insight to help you run your business more effectively. We will work closely with you and your key employees to develop and execute a plan to complete this work by minimizing employee time spent on the process and without disrupting operations.
Bookkeeping
Because your numbers should work for you—not stress you out. Whether you’re just getting started or growing faster than your current system can keep up with, we’re here to help you keep your financial house in order. If you don’t have an in-house bookkeeper or you’ve outgrown your old setup, that’s where we come in. We provide done-for-you bookkeeping that keeps your business organized, compliant, and ready for smart decisions. As your business grows, we’ll help make sure your systems grow right along with you—offering guidance, planning, and peace of mind every step of the way. No more wondering if you’re missing something. We’re here to help you stay ready, not rushed.
Business Consulting
We don’t just crunch numbers—we come alongside you as a true thought partner. Whether you're planning to expand, pivot, restructure, or even step back from your business, we’re here to help you weigh your options, understand the numbers, and move forward with clarity. You bring the vision, and we’ll help you figure out how to make it work—strategically, legally, and profitably. No fluff. Just solid guidance rooted in experience, data, and genuine care for your success. Let’s build something that lasts—together.
Business Entity Selection
Your business structure isn’t just paperwork—it’s the foundation of how you grow, pay taxes, and protect what you’re building. Whether you’re just starting out or thinking about making a shift, the decision to form an LLC, S-Corp, sole proprietorship, or corporation comes with some serious tax and financial consequences. And those decisions? They matter for the long haul.
We break it down so it actually makes sense. We’ll walk you through your options, explain what each one means for you , and help you pick what fits best—not just for where you are now, but for where you’re going. And if things change (because they will), we’ll be right here to help you adjust and stay compliant while still keeping more of what you earn.
Buying or Selling a Business
Few business decisions are more important, complex and potentially business altering than a buy or sell decision. When you are ready to sell your business, we can provide support at every step, including valuing the business, vetting potential buyers, and supporting due diligence. If a buying opportunity presents itself, we can help by providing valuation services, developing negotiation and financing strategies, and managing the due diligence process.
Estate & Trust Tax Preparation
Handling someone’s legacy is no small thing—and neither is preparing the taxes that come with it. Whether you're managing a trust, overseeing an estate, or just trying to make sure everything is handled the right way, we’re here to walk with you through it all—step by step. Estate and trust tax rules can feel overwhelming, but you don’t have to figure it out alone. We’ll help you prepare and file the necessary returns, stay compliant with IRS rules, and make sure everything is done with accuracy, integrity, and care. We understand that this work isn’t just about forms and deadlines—it’s about people, legacy, and peace of mind. We’re here to help you honor that.
Financial Analysis
The numbers tell a story—and we help you read between the lines. Understanding your finances isn’t just about looking back. It’s about using those numbers to make smarter choices moving forward. Whether you’re trying to grow, solve a problem, or just get clearer about where you stand, solid financial analysis can give you the clarity you need to lead with confidence. We help you dig into the data, spot the trends, and run the "what-if" scenarios that let you plan ahead—not just react. It's not about drowning in spreadsheets. It's about making decisions that keep your business healthy, profitable, and ready for what’s next. We’re here to help you turn those numbers into something you can trust—and use.
IRS Representation
When the IRS calls, you don’t have to face them alone. Let’s be honest—just hearing the word “audit” is enough to make your stomach drop. I get it. IRS notices can feel overwhelming and confusing, especially when you’re trying to keep your business running. That’s where we come in. We’ve walked through the audit process many times—and we know how to navigate it with clarity and confidence. Whether it’s a simple letter or a full-blown examination, we stand between you and the IRS to make sure your rights are protected, your records are presented clearly, and your case is handled with care. You deserve peace of mind, and that’s exactly what we bring to the table.
Management Advisory Services
Our Management Advisory Services focus on improving the efficiency and effectiveness of your business and its operations. We can provide support in business planning, mergers, acquisitions, and other advisory support. Contact our office to learn about the full range of services we provide.
Notary Public
A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures. We offer Notary Public services and are available when you need us.
Payroll Services
Simple, stress-free payroll—so you can focus on your business. Payroll shouldn’t feel like a second job. But with changing tax laws, compliance requirements, and deadlines always around the corner, it can quickly become overwhelming. That’s why we offer payroll services that take the weight off your shoulders. We stay up to date on all the moving parts—federal, state, and local—so you don’t have to. Whether you’ve got one employee or fifty, we’ll make sure everyone is paid accurately, on time, and in full compliance. We keep it running behind the scenes so you can get back to growing your business—confident that your team is taken care of and everything’s handled the right way.
Retirement Planning
Retirement planning isn’t just about the future—it’s about having peace of mind today. Whether you’re setting something up for yourself or exploring options for your team, we’ll walk you through what’s available and what truly fits. We take the time to understand your financial goals, where your business is headed, and how to make the most of tax-advantaged plans like Solo 401(k)s, SEP IRAs, and more. If you're creating a retirement plan for your employees, we’ll guide you through the options that align with your business structure and compliance needs. You don’t have to figure this out alone—we’re here to help you build a future you can feel confident about.
Tax Preparation & Planning
Tax preparation isn’t just about filling out forms—it’s about finding the best way to keep more of what you earn. We look at the full picture: your business goals, personal income, and the unique opportunities in the tax code that can work in your favor. We stay ahead of federal, state, and local tax updates so you don’t have to worry about missing something important. Whether you're planning for growth, investing in your future, or navigating a big shift in your business, we help you make confident tax decisions every step of the way. With proactive tax planning, you’ll not only stay compliant—you’ll be strategic, intentional, and fully informed.
We offer tax planning and tax preparation services for business owners, professionals, and real estate investors. We also specialize in military returns.
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