What we can do for you

We offer an array of services to our clients. Let us know how we can help you!

Here are just a few things we do for clients:

Tax preparation and planning for Individuals, Businesses, Partnerships, Estates and Trusts.

Tax resolution services: Unfiled tax returns, tax liens & levies, IRS collections.


Quickbooks training.

Want to know more? Simply click a tab below.



Tax Preparation Services
Accounting Services
Estate Planning
Elder Consulting Services
Financial Services
Business Consulting
Our firm is your trusted advisor when making business decisions.
Individual Tax Return Preparation
Effective and honest tax preparation to minimize your tax liability.
Business Tax Return Preparation
A variety of small business tax returns are offered.
Tax Planning
Long term, annual and mid-year tax planning and tax forecasting services.
Bookkeeping/ QuickBooks
Complete bookkeeping services for small businesses. Certified QuickBooks ProAdvisor
Payroll Services
Payroll services for small business clients.
Trust & Estate Planning / Estate Administration
We develop strategies to minimize estate taxes while maintaining your current financial goals and fulfilling your wishes for beneficiaries.
CPA Senior Consulting Services
Seniors have specialized tax needs in retirement.
IRS Tax Representation
Assisting you in responding to IRS notices and resolving issues with tax authorities.
Notary Public
Helping you authenticate documents and signatures.
Client Log In MyFirmFiles

Other Services

Other Services
Client Log In MyFirmFiles