Practice Areas

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Practice Areas

Whatever your needs – from planning next year’s taxes to planning for retirement, from business start-up, growth to IPO – we’re here to help

Individual Taxes

We specialize in accurate, quick, and painless preparation of your personal income taxes, offering sensible assistance at reasonable rates. Our knowledgeable....

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Expert Tax Preparation

Preparing your own tax return can be confusing, frustrating, and costly, as constantly-changing tax laws can perplex even the savviest taxpayer, and....

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Comprehensive Tax Advice

Every financial decision you make, whether in your personal life or for your business, can have tax implications. We believe that providing effective tax...

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Tax Problem Resolution Specialist

Tax problems don’t go away by themselves – they just get worse and worse, not only as penalties and interest mount up, but also from the stress that dealing....

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Tax Planning and Return Preparation

Our experienced, insightful staff believes that providing effective tax services to individual clients involves more than simple tax return preparation. Our core....

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Estate, Gift, and Trust Tax Return Preparation

We provide expert preparation of complex federal and state estate, gift, and trust tax returns, as well as offering comprehensive and knowledgeable assistance with....

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Corporate Taxes

Careful tax planning is an essential step in the preparation of our corporate and business clients’ income taxes, and we strive to minimize your tax liability to....

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Tax Advisory Services

We are committed to providing high-quality tax advisory services for businesses and non-profit organizations, encompassing proactive tax analysis, creative....

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Small Business Tax Specialists

We focus on meeting the special tax needs of small businesses, from planning to filing, from quarterly payroll and sales tax filings though year-end taxes. Our...

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International Taxation

Navigating the complex laws of different international tax jurisdictions has many challenges, from the difficulty of ensuring compliance with widely....

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Sales Tax Services

Sales tax compliance can be complicated and frustrating. Our staff of seasoned professionals has the knowledge and experience to expertly prepare all sales....

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Unified Tax Approach

We take a holistic approach to tax services, providing both insightful tax planning and expert tax return preparation to a wide variety of clients....

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IRS and State/Local Tax Representation

We know the tax laws, we know how your tax return was prepared, and we stand behind our work and with our clients. If the need arises, we have....

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State-of-the-Art Payroll Processing

We offer a state-of-the-art cloud-based payroll processing service that enables our firm to work collaboratively with you. Our payroll service can be....

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No-Hassle Payroll Processing

As a business owner, your focus is on your customers and your business, not on administration and paperwork…and that’s as it should be. As payroll....

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Payroll and Compliance Experts

Payroll processing doesn’t end when paychecks are issued. Even if you handle the actual paychecks yourself, the tasks associated with payroll processing....

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Cloud-Based Accounting System

We leverage the power of the cloud to assist you setting up an accounting system that allows us to work collaboratively with you, our clients, minimizing....

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Bookkeeping/Write-Up Services

To succeed in business, you need to know where you are, financially. Well-organized, accurate financial records help your business run more efficiently....

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Expert Financial Analysis

Understanding your financial health, including the movement of money into and out of your business, can make a critical difference to your short-term....

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Thorough Financial Analysis

Whether as the basis for important corporate decisions by a business owner or the foundation of a prospective investor’s interest, an accurate and up-to-date....

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Compilation, Review, and Audit Analysis

We provide professional compilation, review, and audit services to businesses of all sizes. We bring a passion for detail and accuracy and a wealth of

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Incorporation and New Business Analysis

Starting a business is challenging on many levels, from the hard work of establishing yourself in the marketplace to the complexities of managing the....

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Employee Benefit Plans

The employee benefit plan landscape has changed dramatically over the last few years, and our staff of specialists is committed to helping you navigate....

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Business Valuations

In conjunction with third party professionals, we provide quick, efficient, and cost-effective business valuation services for financial reporting and asset...

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Business Purchase or Sale Analysis

If you are thinking about buying a business, we have the hands-on experience, the passion for detail, and the insight to provide a holistic view of any....

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Management Consulting

In today’s rapidly-changing business environment, the right management strategy can make the difference between a struggling organization and a....

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Bankruptcy Services

Bankruptcy is a frightening word to hear when you are running a business, but it need not be the confusing ordeal many fear. If you are facing bankruptcy, the....

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Mergers and Acquisitions Assistance

Mergers and acquisitions are complex transactions that can have a substantial and lasting impact on both you and your company’s future. We have the....

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Financial Forecast and Projections

Financial planning is critical to the success of any business. We are committed to working with you to create a thoughtful and comprehensive plan to achieve your....

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Business Succession and Exit Planning

You worked hard to establish a successful business, and thoughtful business succession or exit planning is the key to ensuring that your business will...

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Debt and Financial Services

Many Americans are feeling the pain of large credit card or student loan balances, or are dealing with high mortgage-related or medical expenses, and....

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Mortgage Services

The housing crisis has left many prospective home-buyers and homeowners confused and worried, unsure of their options. Our experienced professionals can....

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Personal Bankruptcy Services

Whether because of overwhelming medical expenses, devastating job loss, or other financial catastrophe, sometimes the last resort of personal bankruptcy is....

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Educational Funding

More than ever, a college education is the key to the future, but college costs are rising rapidly, far outstripping the normal rate of inflation, and many....

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Investment Review and Analysis

The investment landscape changes rapidly, and savvy investors know that keeping their portfolios up-to-date and balancing risk and return is critical for....

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Retirement Planning Services

It is never too early to start planning for retirement if you want to maintain your current lifestyle, or achieve an even better one. Careful planning helps....

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Estate Planning Services

You’ve worked hard to achieve success and build wealth, and comprehensive estate planning is a common-sense way to ensure that your hard-earned assets....

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Forensic Accounting Services

We offer tailor-made forensic accounting services, including expert analysis, reporting, and testimony in areas such as business valuation, accounting....

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Internet Commerce Assistance

Doing business on the Internet offers unparalleled opportunities, but can also present some unexpected challenges. We are well versed in the tax compliance....

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