Our Services

We provide a range of tax, accounting, attestation, payroll and other services to individuals as well as small businesses. Many of our individual clients also own small businesses, so we are happy to provide expanded services tailored to their needs as they grow. We provide a secure Client Tax Portal that allows those we serve to conveniently and safely access their documents from a computer, tablet, mobile device — at any time, anywhere.

Sampling of Services

Individual and Business Tax Services

  • Individual
  • Corporate
  • Trust
  • Partnership
  • Gift and Estate
  • Tax Planning
  • Not-For-Profit
  • IRS Services
  • Other as needed

Consulting and Other

  • Governmental Financial Consulting

Payroll Services

  • Tax Payments
  • Reports
  • W-2/1099
  • Payroll Processing
  • Other as needed

Accounting and Auditing

  • Bookkeeping
  • QuickBooks Services and Support
  • Reviews
  • Agreed Upon Procedures
  • Compilations, Reviews and Audits