We use our expertise to match our planning to your goals through cooperative planning, financial forecasting, and constant monitoring of changes in tax law and regulations. We work with our clients to assist them in achieving their long-term goals and shaping their financial future.

The type of business entity you choose has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, we can advise you on the type of entity to use. With our knowledge and expertise, we can identify the most advantageous entity type for the functions your business performs and your goals.

Our firm's emphasis is to build a trusted relationship with our clients and deliver value target ways to help contribute to their success. Our clients rely on us as their business advisors. We work extremely hard to go beyond providing traditional accounting services by focusing on understanding our client's business.

These skills differentiate us and allow us to focus on our clients and their individual needs. We develop tax strategies that take advantage of new tax laws and legislation.

Our team runs on highly effective tech platforms allowing us to process business and individual tax returns quickly and accurately. This allows us to make last-minute changes and still complete a return on a timely basis. We can also rapidly examine various alternatives and select the best one for our clients. For our corporate clients, the firm's experience in business enables us to guide our clients to the best way to plan with their goals in mind.

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouses, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

We work closely with clients and their attorneys to help clients understand the tax implications of their decisions and the decisions passed to them by the trust documents.

The tax aspects and financial impact of divorces can materially affect the financial future of the lives of those involved. Often many important issues are overlooked from a financial standpoint. Divorce can drastically change a person's financial and tax status.

We work closely with our clients and their attorneys to help clients understand the tax implications of the decisions they are making. These include topics such as alimony, division of assets, custody and dependents.

We help you recognize and deal with a variety of financial situations. We can assist you in the formation of a new business, registering with the proper governmental agencies, and understanding best practices for starting off on the right foot.

We provide additional support services to help organize your business's finances. We can assist you with bookkeeping and payroll and offer support services with Quickbooks® including set-up, training, and maintenance.

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. We are able to guide you in responding to letters, notices and requests made by the taxing authorities. In the event you are selected for an audit, we are here to support you in organizing the documentation necessary for the audit defence and representing you in presenting the documentation to the taxing authority.