top of page


Individual Tax Preparation Service

Filing your own income taxes can feel like a maze of complicated rules and regulations. Our firm is here to assist you with the entire process. From providing legal tax minimizing plans to growing and retaining assets, our team is trained to make preparing your income taxes effortless and stress-free. 

Every year the IRS tweaks and adds regulations. If you do your own taxes, there could be new deductions and credits you’re unaware of. We recommend contacting our professional team to ensure this tax season is a breeze.


How the process works:

  • We will look over your payroll withholding taxes and ensure your annual taxes are taken care of without overpaying.

  • Each return is thoroughly reviewed. This is to clarify any issues and magnify your benefits. 

  • By filing your tax return electronically you will receive your refund quicker.

  • Planning for next year we will forecast your tax liability and estimate your tax payments.

Individual Tax Prep

Business Tax Preparation

Our firm prides itself on the quality of work we provide to small businesses. This includes:

  • S Corporations

  • C Corporations

  • Limited Liability Companies

  • Partnerships

  • Sole Proprietors


We will go through your tax returns looking for deductions and credits that will minimize the taxes you pay. The quality and care we bring to your taxes will give you peace of mind. We take care of your taxes so you can focus on running your business. 

Business Tax Prep

Tax Planning

We value quality. That means we will always go above and beyond the bare minimum to reduce your tax liability. We provide basic tax compliance as well as tax-saving tips to grow your after-tax income. 


By frequently attending tax seminars, we are constantly strengthening our knowledge in current laws, complicated tax code, and new or upcoming changes in regulation. Our expertise helps us to recommend creative and legal ways to reduce your taxes during the year. 

Tax Planning

Bookkeeping Services

Our bookkeeping services include:

  • Maintain and update your general ledger 

  • Bank account reconciliation

  • Provide Profit & Loss financial reports (monthly, quarterly and year end)

  • Provide financial reports (monthly, quarterly and year end))

Bookkeeping Services

Reviews & Compilations   

Reviews and compilations are foundational accounting services that offer you or your business credibility when requesting a loan. Think of it as a cover letter that declares a CPAs confidence in your financial statements.



A compilation is much simpler to perform than a review. The CPA will already be checking your financial statements so you won’t need to do any special preparation. We recommend compilations for small business owners looking to obtain a personal loan


Reviews require a deeper look into your finances than compilations. Financial reviews are recommended for those looking to get a business loan.


Here’s what we’ll do

Reviews are typically needed when a lender, investor, or buyer isn’t taking a large risk with your company. This is usually the case with a line of credit or a small business loan. In some circumstances, businesses need to abide by specific loan covenants. When that situation arises, we recommend having a conversation with us about whether a review or an audit will serve you best. Many companies will use a review to cut down the difficulties that come with a first-year audit. 

Reviews & Compilations

Payroll Services

Paying your employees can feel like a chore. The IRS can turn this simple task into a minefield of codes and regulations. Let us lift the burden of payroll off your shoulders. Need more convincing? We’ll tell you why you should outsource your payroll needs to us.

  • It’s time-consuming: the time you spend on the payroll is time that could be spent focusing on your business. We are prepared to take on your set-up, payroll tax payments, reports, and adding new employees. 

  • Have peace of mind: your payroll needs are taken care of in our expert hands. While you build your small business, we will be filing payroll returns and working with tax reporting agencies.

  • Personalized care: if you need to discuss your payroll needs in person, online, or on the phone, we are flexible. Your business needs are our top priority, and we are happy to answer any other questions you have about your company and your taxes. 

How we can help you:

  • Process company payroll

  • Electronically file payroll tax returns. We advocate for you with reporting agencies if issues arise.

  • Direct deposit

  • Peace of mind with the IRS, State tax reporting, and EFTPS tax deposits

  • Monthly, quarterly and annual reports that are easy to comprehend. These will include W-2, W-3, and 1099 forms.

Payroll Services

Quickbooks Accounting Assistance

If you need help using Quickbooks, our knowledgeable staff is happy to help! We can set up your account and teach you how to use and maintain it as well. Although Quickbooks is advertised as a “simple-to-use” platform, if you fail to correctly set up your account, it can lead to frustration down the road.


Let us walk you through starting your Quickbooks account so you can have a smooth experience in the future. This is especially recommended if you are attempting to convert manual accounting records to Quickbooks midway through the year. As you begin using your account, you’re likely to run into various questions.


What methods will you use? Which charts will you need? How will balances be handled? 

Our team is ready to support you through any confusion you may have. Our swift set up process will lay the foundation for your account and answer any questions you may have along the way. We can also teach your accounting employees how to use Quickbooks, so you can have an expert right in your office. 


After set up, we can help you by:

  • Reaching out periodically to confirm your account is running smoothly.

  • Reviewing your Quickbooks data each month, quarter, and year, and help you prepare your taxes and management reports.  

Quickbooks Accounting

Entity Selection & Setup

Your business entity matters. When it comes to taxes, some companies may benefit more as one entity than another. If you’re not sure which is best for you, we can help. You have many to choose from:

  • S Corporations

  • C Corporations

  • Limited Liability Companies

  • Partnerships

  • Sole Proprietors

We can assist you in choosing which entity is the right fit for your business.

 If you’re considering setting up, or changing your entity, give us a call today at


Entity Selection & Setup

IRS Representation

There are few things more stressful in life than getting audited by the IRS. The tedious obstacle course of record gathering and reporting is a frustrating and time-consuming task. During an audit, the IRS will go through your records with a fine-tooth comb. Any issues they have with you or your records can result in a weighty tax bill. 

It may be tempting to save money by handling your audit on your own. However, untrained eyes may not pick up on flaws resulting in a tax bill much higher than a representative’s fee. IRS Auditors know how to use fear and intimidation as a strategy to pull extra information out of you that you are not required to give.


When you trust our firm with your audit, we will handle the IRS for you. There is no need for you to become frustrated with the complex paperwork and hoops you need to jump through. We will handle every step of your audit so you can keep focusing on your business. 

IRS Representation
bottom of page