Services

TAX SERVICES

Individual Tax Preparation

Business Tax Preparation

Estate and Trust Tax Preparation

Non-Profit and Foundation Reporting

Tax Audit Representation

BUSINESS SERVICES

Small Business Accounting

Bookkeeping Services

Fractional CFO services

Business Advisory

New Business Formation/Entity Selection

QuickBooks setup and training

TAX CONSULTING

Year-end tax planning

Multi-year projections

Estate and gift tax planning

State and local tax issues

Tax strategies related to investment planning and capital gains