Business Services

Tax Return Preparation
We can prepare corporate and partnership tax returns and related compliance reports.

Tax Planning
We can assist with planning throughout the year to minimize your tax obligations.

Financial Statement Preparation
Whether compilations or review statements, we can provide interim or annual financial statements.

Employee Benefit Plans
We can advise you as to the appropriateness of various benefit plans for your business and help guide you through the many types of plans currently available.

Computerizing the Accounting Function
With experience in several accounting packages for the closely-held business, we can help you make the right decision about software and get you up and running.

Ownership Transfers
Whether selling the business or transferring it to a new generation of family ownership, we can provide guidance in this complicated and emotional area.

Individual Services

Tax Return Preparation
We can prepare individual, estate, and trust tax returns for you.

Tax Planning
We can assist with planning throughout the the year to assist you in minimizing your tax obligations. Planning is important to determine if changes in tax law affect you and your family. We can review your personal situation
for any adverse effects from tax law, or if there are any new opportunities that can be used to your advantage.

Financial Planning
We all need financial planning to help us plan for retirement, children's education or other purposes. Should you increase your retirement contributions? Is saving money in the children's name the best strategy? I can help you formulate your thoughts, review your plans and understand the many options that are available to you.