Services

Our services include the following

Tax Services

• Individual, Partnership, Trust, and Corporate Tax Return Preparation 
• Gift and Estate Tax Return Preparation
• Not-for-profit tax return preparation
• Representation before tax authorities​
• Asset sales and purchase tax consultation

Accounting Services

• Financial statement preparation
• Bookkeeping
• Payroll services
• General ledger preparation
• Accounting system consulting​
• Financial Analysis

Estate Planning Services

• Business succession planning
• Family limited partnerships
• Trusts
• Pre-death planning and transfers

Business Advisory  Services

• Cash flow forecasting
• ​Entity choice including startup advice
• Internal control analysis
• Business acquisition and disposal​

Other Services

• Notary
• Retirement Planning
• ​Financial Planning