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Learn More About Our Services

Tax Preparation Services

Individual Tax Returns

Our core specialty is the preparation of tax returns for individual taxpayers. We Service over !,500 Individuals and Families each year.  Our goal is to help individuals reduce their tax burden as much as legally possible.  We promise to work to get you the LARGEST possible income tax refund!

Business Tax Returns

Small business tax return preparation and filing instructions is a core service offered to our clients. Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership or Sole Proprietor a properly prepared tax return can be filed to minimize the tax owed. Annually, more than 500 small business Federal and State tax returns have been prepared.

Our thorough understanding of small business issues means your taxes will always be prepared accurately.  We guarantee prompt delivery of completed tax forms, so you won't have to worry about meeting tax deadlines.  We work with our clients before year-end to assist with Tax Planning Strategies, instead of waiting until your taxes are due.  

Tax Planning

Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.

Accounting Services


Timely, efficient bookkeeping services are available for businesses of all sizes. Computerized accounts are prepared, saved and presented for client review on a quarterly, monthly, and/or annual basis. Budgeting and forecasting support are also available. We support all major accounting programs including Quickbooks and Peachtree.

We utilize Quickbooks for most of our small business accounting.  We understand that some small business owners want to perform many of the day to day accounting and bookkeeping functions themselves, while others would rather have someone else handle the paperwork.  Either way, we can support you.  We can help you set up Quickbooks or Quickbooks Online to best work with your type of business and let YOU determine how much you want to do and how much you would like us to handle.


Payroll Services

Total payroll services for small business clients have been provided for many years. Services include: Set up and maintenance of all records, withholdings of tax and benefit contributions, Federal and State tax filings, issuance of checks and preparation of all W-2's and 1099 forms.

Payroll is not just issuing paychecks!  Most small businesses do not have the staff to handle routine activities related to payroll, which means the owner ends up spending a lot of extra time.  We work with each business to take on that responsibility and make sure all taxzes are withhold correctly and all reports, filings, and payments are done on time.  Errors in payroll can be costly and the IRS holds the owner responsible for taxes.  Do not take any chances, especially with all the required filings and deadlines!  We service very small companies with only a few employees to much larger companies.

Financial Statements

Financial Statement preparation for small business clients is a long-standing service of this firm. Depending on the client's needs, monthly, quarterly and year-end balance sheet and detailed operating statements can be prepared and analyzed on a timely basis. The state-of-the-art accounting software used in our office can provide helpful comparisons and calculations for effective, practical business analysis.

Accounting reporting will be used to help with your tax preparation as well as keep you up to speed on the progress of your business.  We will work with you and your strengths and desires in order to determine the best option for you and your business.

Other Services

Free E-file

Filing electronically provides a secure, fast way to send your tax information to the IRS. There are several advantages to E-Filing: refunds are processed much faster to the taxpayer, there is less of a chance for errors to occur at the IRS since the data does not need to be entered manually, and it saves the taxpayer a trip to the post office. In 2011, the IRS mandated that all individual returns prepared by a paid preparer be filed electronically. We have provided that service FREE to all customers since 2005.

Small Business Setup

We provide help to new business in the startup process.  We know from experience that the paperwork can be frustrating and confusing for a new business owner.  Many small business owners et this task aside, thinking they wil get the business open first and "take care of the details later."  However, doing so rarely works out, and in fact is probably one of the biggest reasons why some small  businesses fail.  Before you start your buriness, it is improtant to speak with someone who can walk you through the process and can answer the kinds of questions that come up when starting a business.

Financial Planning

Whether planning for retirement or for a child's college education, financial planning is the cornerstone for meeting your goal. We help individual and business clients with a full array of planning tools. Our planning also incorporates tax and estate planning.

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