Client Services

The following services are available to you from our firm. For questions, please contact us.

• Tax Preparation Services – provide the means for you to prepare your own tax return or provide for you the expertise needed to complete and file your basic to complex tax situations including business returns.
• Tax Projections – offer the opportunity to assess the adequacy of withholding and estimated payments and plan for upcoming cash needs.
• Tax Planning – assist clients in evaluating the tax effect of property sales and purchases and other transactions having a significant tax effect.
• IRS Matters – assist our clients with inquiries from the IRS and IRS audits.
• Bookkeeping/QuickBooks – assist our clients with their bookkeeping and accounting needs either with customized spreadsheets or help with phasing in QuickBooks.
• Payroll Services – assist our clients with calculating payroll deductions for W2 employees, help file quarterly reports and provide annual W2 and 1099 filings.
• Financial Statements – assist our clients with reports showing their financial condition.
• Consulting Services – scheduling times to discuss important business items
• Notary Services – member of the American Association of Notaries