services
Tax Services
- Income Tax Preparation (Individual & Business)
- Income Tax Planning
- Multi-state Income Tax Issues
- Transactional Tax Planning
Bookkeeping & QuickBooks® Services
- Monthly Bookkeeping
- Sales Tax Preparation
- QuickBooks® Consulting & Training
Estate & Trust Services
- Planning Engagements
- Estate Tax Returns
- Trust Tax Returns
- Gift Tax Returns
Consulting Services
- New Business Advisory Services
- Business Entity Selection Assistance
- Business and Financial Consulting
- Succession Planning
- Retirement Planning