Services
What We do
Accounting Services
We offer a wide range of accounting services individually tailored to meet our clients’ needs, including:
- Financial statement preparation
- Income tax preparation and compliance
- Monthly, quarterly, and annual financial reporting statements
- Payroll and sales tax return preparation
- Bookkeeping
- Accounts payable/receivable
- General ledger accounting
- Fixed asset management
- Financial assessment reports
- General business consulting
tax services
Business tax services
- Payroll and sales tax return preparation
- Income tax return planning and preparation
- International tax planning
- Form of ownership and employee tax planning
- Audit preparation
Individual tax services
- Tax return preparation
- Tax compliance and planning
- Personal income tax planning
- Estate and gift tax planning
- Estate and trust administration
- Tax services for U.S. citizens abroad
Financial Advisory
- 401(k) and pension planning
- Strategies to maximize retirement contributions
- Estate and estate tax planning
- Life insurance planning
- Investment planning
- College funding planning for children
- General budgeting strategy