Services Offered

We offer an array of services to our clients. To check out our services, simply highlight and press the area of interest.


Individual Returns

A core specialty is the preparation of tax returns for individual taxpayers.

Business Returns

Business returns are prepared and filed for a variety of corporate and small business clients.

Tax Planning

Long term, annual and mid-year tax planning and tax forecasting services.


Financial Statements

Quarterly and year-end balance sheet and operating statements are prepared accurately and timely for a broad range of small business clients.

Accounting Services

Monitor company-prepared QuickBooks accounting for small businesses. Budgeting and forecasting support.



We sell long term care insurance.