Experienced Guidance. Personal Service

We work with businesses and individuals who value thoughtful advice, responsive communication, and practical solutions. Our firm combines sophisticated tax and accounting experience with personal and accessible client service.

Tax Preparation

Business and Individual tax preparation with comprehensive and understandable support.

Services include:

  • Individual tax returns

  • Business tax returns

  • Sales/Use tax returns

  • Excise tax returns

  • Multi-state filings

  • Estimated tax planning

  • Tax projections

  • Payroll tax preparation

Tax Advisory

Strategic tax planning and business advisory services. We support businesses and individuals with responding to tax notices.

Services include:

  • Tax planning strategies

  • Business consulting

  • Tax notices (IRS, State, Local)

  • Penalty abatement requests

  • Tax authority correspondence

  • Representation support

Bookkeeping

Reliable bookkeeping and financial statement complication solutions to help small businesses stay organized and informed.

Services include:

  • Monthly bank reconciliation

  • Cashflow management

  • Business consulting

  • Business planning

  • Cleanup and catch-up work

  • Budgeting & Forecasting

  • QuickBooks Online Set-up & Support