Client Services

Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, service. Below we have listed the services that we offer to our clients along with a brief description.

The list below is not intended to be all-inclusive so please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we will be happy to refer you to a qualified professional.

• Income tax planning and tax return preparation for businesses, individuals, trusts and estates

• Estate and gift tax planning

• Tax services for "non-filers" and "late-filers"

• Multi-state tax preparation

• IRS and state audit representation

• Representation in IRS collection matters

• Sales tax services

• Payroll reporting

• Reviews and Compilations

• Litigation support and expert witness services

• Accounting/bookkeeping services for business and individuals

• Notary Public service