If you’re looking for a firm that will focus on your individual needs and will always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services but small enough to give you the individual attention that you deserve.

We will thoroughly and conscientiously study your personal situation and tailor our advice to your specific needs.


If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.

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Business Entity Selection

The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.

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Estate & Trust Tax Preparation

Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you structure your estate and trusts in order to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all estate and trust tax-related matters.

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IRS Representation

An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can provide you with years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.

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Payroll Services

Constantly changing federal, state, and local laws and tax regulations make payroll management an ongoing challenge for business owners. Our payroll services professionals are well versed on these laws and regulations. We can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become.

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Retirement Planning

Retirement planning is critical in these uncertain times. Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, we can help you evaluate the available options. Our focus is on helping you to make the choice that is most appropriate for your own financial situation. If you are choosing a retirement plan for your business, we will base our recommendations on the unique characteristics of your business and your employee population, as well as the compliance issues related to each type of plan.

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Sales Tax Services

State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.

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Tax Preparation & Planning

Effective tax preparation and planning can help you minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state, and local tax legislation and other developments affect you and your business, and we are constantly identifying new ways to reduce federal, state, or local tax liabilities.

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College Planning

Planning for college education for your child or children can be a major phase in your financial planning process. For some households, a four-year college program can cost more than the home. Before deciding now that you won’t be able to help put your child through college later, you should learn a little about the process. Questions to consider include:

  • How much will college cost when my child will be eligible to enroll?
  • How do my or my child’s assets affect the needs analysis for financial aid?
  • Can I fund some or all of those future costs without increasing the assets (such as savings) used in the needs analysis formula?
  • What are some of the things we should consider before my child actually applies for financial aid?

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Business Continuation Planning

Business owners need to ensure that arrangements are made to guarantee that the business remains in the hands of the surviving business owners and that the estate receives adequate cash for the owner’s interest.

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Key Executive Life Insurance Plans

Small business owners are typically active managers of the business and normally rely heavily on the contributions of each other. Thus, when a small business loses a key executive it must be prepared to replace that individual quickly. Key executive life insurance is designed to offset many of those company expenses.

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Non-Qualified Benefit Plans

Compared with larger companies, small businesses generally have fewer resources available to provide for employee benefits. It is important that a small business maximizes the impact of money spent for employee benefits. Non-qualified benefit plans that are tailored to the needs of your business may provide the answer. Life insurance can be an ideal way to fund such plans.

Call today to schedule an appointment!