We provide a number of services for the individual or business, including:

Individual Services

If you’re like most people, dealing with tax issues is not something you look forward to. But you recognize that a significant part of your income stream can hinge on tax implications. We provide:

  • Tax Services For Individuals
  • Personal Financial Planning
  • Estate Planning

Business Services

Among our suite of services, we offer:

  • Small Business Accounting
  • Part-Time CFO Services
  • Cash Flow Management
  • Bank Financing
  • Strategic Business Planning
  • Succession Planning
  • New Business Formation
  • Non-Profit Organizations

Mortgage Law

We can help you navigate the complex process of mortgages and lending.

Tax Services

Our tax services fall into two broad categories. The first is tax compliance – preparing and helping you file your federal and state tax returns. The second is tax planning and consulting – not just putting numbers on forms, but devising strategies that impact what those numbers will be. This requires us to stay in touch, understand your business or personal tax situation, and develop a customized plan that helps minimize and/or defer your taxes. Our tax services include the following:

  • Tax planning for businesses and individuals
  • Estate and personal financial planning
  • Tax return preparation, including multi-state and international returns
  • Representation with taxing authorities
  • Corporations, Partnerships, Limited Liability Companies, Estates and Trusts
  • Stock option tax planning
  • Retirement Planning and Consulting

Financial Statements

Accurate financial statements will illustrate how your business is doing and can guide you in tax planning and return preparation. Our firm prepares compliant financial statements to achieve these goals.

  • Compilation
  • Reviews
  • Audits
  • Projection