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.


Our core business focuses on tax planning and preparation for businesses, individuals and trusts and estates. Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. We cannot avoid taxes, but we can help you plan to avoid unnecessary surprises.

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Estate matters affect everyone. For those individuals with taxable estates, our firm has substantial expertise in the preparation of the Form 706 Estate Tax Return, and also in the preparation of Trust and Estate income tax returns.

Every individual now has a lifetime exemption for estate tax purposes of well over $5,000,000 so you may not feel that you have any need for estate planning. But there are still very good reasons for estate planning.  Families today can have very complicated structures and it is important that you think about estate issues to make sure that your heirs are treated according to your wishes. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all estate and trust tax-related matters.

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In the life of every business, from start-up to maturity, new questions arise as each new situation is faced:

  • What form should the business take? Is it time to incorporate?  Should we be an LLC or an S-corporation?
  • How should we handle the acquisition of equipment?  Purchase or lease?  f
  • What about retirement plans? 401(k) plans and/or profit-sharing plans? A SEP-IRA?  We can help with the decision about what plan would be best for your business.
  • We can help you with planning for your exit from your business, either through a sale to an outside party or a transfer within the family.

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We can help you set up Quickbooks and ensure that it is working properly for you. We can train you or you employees to operate Quickbooks specifically for your business. As a result we can focus on specific issues facing your business, and you don’ have to spend time in classes training on features that don’t impact your business.

Our firm is a member of the Quickbooks Professional Advisor Program. As a result we have access to the latest releases and versions of the program.  ProAdvisors also receive 20% off many Quickbooks products and services, and we will always pass this discount along to our clients.

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Retirement planning is critical in these uncertain times. Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, we can help you evaluate the available options. Our focus is on helping you to make the choice that is most appropriate for your own financial situation. If you are choosing a retirement plan for your business, we will base our recommendations on the unique characteristics of your business and your employee population, as well as the legal and compliance issues related to each type of plan.

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The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.

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An IRS or Franchise Tax Board audit can be an intimidating and complex process. If you or your business face a tax audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.

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In a small firm like ours, it is sometimes not efficient for us to be providing payroll services directly. However, the constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. We can work with you to ensure that your payroll is being produced in the most cost-effective manner. We can coordinate with your payroll provider to ensure that year-end adjustments are appropriately recorded, and to keep your payroll running smoothly no matter how large your business and your employee population become.

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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.

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