Tax preparation: federal, all states and localities

  • Individual,
  • Corporations and S-Corporations
  • Partnerships and LLCs
  • Estates and Trusts
  • Gift Tax

Tax planning for individuals and businesses

  • Estate and gift tax planning
  • Retirement
    • Timing of Social Security application for benefits
    • Pension and IRA minimum distribution computations
    • Roth versus Regular IRA contributions and distributions and structuring strategies for  maximum wealth transfer

Business services:

  • Entity planning and selection (choice of Corporation versus S-Corporation, LLC or association)
  • Valuations
  • Mergers and Acquisitions support, for example, sales price allocation and entity structuring for your best tax position
  • Succession Planning

Cost Segregation Analysis for maximum depreciation deductions in the early years of service for buildings used in business

Payroll services

  • Preparation, payment and filing with all taxing authorities
  • Electronic payments to employees and taxing authorities
  • For you or with you

Bookkeeping – compilation of business transactions

  • Automate your transactions to:
    • reduce errors
    • include standard monthly entries
  • Establish dashboard reporting for management analysis
  • Train you or your staff in the use of the system as required, or perform all work for you.

Assistance with Federal, State and Local tax authorities

  • Answer questions
  • Resolve issues
  • Support audits


  • Personal or Business
    • cash flow planning
    • support college savings, gifting, taxes, etc.
  • For business growth or contraction
  • Increased or reduced staffing and resultant payroll tax/benefits
  • New business planning, such as break-even analysis

Special Projects:

  • Analysis of Insurance needs/coverage/cost
  • Tracking of costs/projects for maximum application towards tax credits
  • Purchase versus Lease analysis
  • Determine most beneficial financing packages
  • Married versus Separate filing status
  • Inventory costing analysis
  • General Business and Board Advisory Services – we will answer your accounting and tax related business management questions or lend our advice during your board meetings.

Back to Top