Tax Services

Individual

Whether you own your own business or work for others, our specialists are well-versed in federal and state laws to ensure optimal financial benefits at income tax time and all year long.

Individual Tax Services:

Comprehensive assessment of all tax and related documents
Rapid electronic filing and prompt refunds
Estate and trust planning
Informed application of any pertinent personal income exemption
Risk management and the minimization of federal or state income tax audit
IRS representation
Current and long-range planning
Personal retirement planning
Gift tax planning and reporting

Business

Our team of professionals structures tax and financial services geared toward small or medium sized business owners to maximize tax savings and the financial security of your commercial enterprise.

Business Tax Services:

Federal and State Income Tax
Sales Tax
Electronic filing

Financial Services:

Bookkeeping system set-up
Accounting services (QuickBooks)
Financial statements
Payroll services and deductions
Business valuation
Estate and trust planning and tax preparation
Cash flow and budgeting analysis

Non - Filed Tax Returns

If you have non-filed tax returns from past years you are not alone and it isn’t too late. By voluntarily submitting your non-filed returns equitable settlements can be more readily negotiated and tax penalties and interest payments can be substantially reduced.

Delaying the handling of your non-filed taxes will result in the IRS filing on your behalf with little or no consideration for deductions to which you are rightfully entitled. Managing your own non-filed returns is not recommended. Successful resolution of tax arrears requires professional guidance and representation.