Our Services

Explore our service areas and product line.

Tax Preparation Services

Individuals

Tax returns and filing instructions have been prepared for hundreds of individual clients each year.

Small Business Consultant

A variety of small business tax returns are prepared each year.

Tax Planning

Long term, annual and mid-year tax planning and tax forecasting services.

Other Tax Preparation Services

We prepare estate and trust income tax returns and not-for-profit tax returns.

Financial Services

Financial Planning

Full service Financial Planning for future goals.

Investment Advisory Services

Fee only investment advice is offered and management of your portfolio is available.

Accounting Services

Part Time Controllership Function

I can serve as a part time controller for your small business.

Financial Statements

Monthly, quarterly and year-end Balance sheet and Operating Statements are prepared accurately and timely for a broad range of small business clients.

Payroll Services

Total payroll services for small business clients.

Bookkeeping

Complete bookkeeping services for small businesses.