Services
Tax Preparation and Planning
Individual Tax Preparation
Comprehensive tax preparation for individuals and families, including wage earners, retirees, investors, and high-net-worth taxpayers. We help ensure your return is accurate, complete, and positioned to take advantage of available deductions and credits.
Business Tax Preparation
Tax compliance and filing services for S Corporations, Partnerships, LLCs, C Corporations, and sole proprietorships. We work to ensure your business remains compliant while identifying opportunities to improve tax efficiency.
Tax Planning & Strategy
Tax planning should happen throughout the year—not just at filing time. We help clients evaluate decisions before they are made, identify planning opportunities, estimate tax liabilities, and implement strategies designed to minimize taxes over time.
Real Estate Tax Services
Specialized tax guidance for real estate investors, landlords, developers, and real estate professionals. We assist with rental properties, cost segregation opportunities, depreciation planning, like-kind exchanges, and other real estate tax matters.
Trust & Estate Tax Returns
Preparation of fiduciary income tax returns and guidance for trustees, executors, and beneficiaries. We assist with trust administration, estate reporting requirements, and distribution planning.
Multi-State Tax Filings
Tax preparation and compliance services for individuals and businesses with filing requirements in multiple states. We help navigate residency issues, state apportionment, credits, and other multi-state tax considerations.
CPA Accounting and Bookkeeping
Monthly Bookkeeping
Accurate, timely bookkeeping designed to keep your financial records organized and up to date. We categorize transactions, reconcile accounts, and maintain reliable financial information so you can focus on running your business.
Bank & Credit Card Reconciliations
Regular reconciliation of bank, credit card, loan, and other balance sheet accounts to ensure your records accurately reflect the financial position of your business.
Financial Statements
Receive professionally prepared monthly financial statements, including profit and loss statements, balance sheets, and cash flow information to help you understand how your business is performing.
Payroll Coordination
Assistance coordinating payroll processing and ensuring payroll activity is properly reflected in your accounting records. We work alongside payroll providers to help maintain accurate reporting and compliance.
Catch-Up & Clean-Up Bookkeeping
Behind on your books? We help businesses bring accounting records current, correct prior-period issues, and establish processes that support ongoing accuracy and reporting.
QuickBooks Support & Advisory
Guidance on QuickBooks setup, organization, workflow improvements, and reporting. We help clients get more value from their accounting system and use financial information more effectively.
Management Reporting
Customized reporting and analysis that helps business owners monitor trends, evaluate profitability, and make informed decisions throughout the year.
IRS Representation
IRS & State Tax Notices
Received a letter from the IRS or a state taxing authority? We help clients understand notices, respond appropriately, and work toward resolving tax issues efficiently and professionally.
Taxpayer Representation
Authorized representation before the IRS and state taxing authorities. We assist with audits, correspondence, account issues, payment arrangements, and other tax matters requiring direct interaction with taxing agencies.