YOUR SOURCE FOR TRUSTED PERSONAL ACCOUNTING AND TAX PREPARATION As your trusted advisors, we evaluate your individual tax situation and guide you through any tax challenges that develop. Our goal is to minimize your tax liability so that you can keep more of your hard-earned money. It's also our job to stay up-to-date on current federal and state tax laws through continuing education and we use our in-depth knowledge of tax codes when we prepare your individual tax returns -- so you don’t miss out on any tax credits and deductions that you are entitled to take. TAX PREPARATION SERVICES FOR INDIVIDUALS Here's what…

WE SPECIALIZE IN BUSINESS TAX PREPARATION As a business owner, you’re busy developing new products or services and making sure your business runs smoothly. You probably don’t have time to reconcile your bank account or generate balance sheets to manage your cash flow, let alone read up on the latest tax laws to find out which tax breaks you can take advantage of. When you first started out, and money was tight, the do-it-yourself method of accounting might have worked just fine. But now that you have employees, pay estimated taxes, and need to manage your cash flow better, it’s time to…

ESTATE AND TRUST TAX PREPARATION HELPS PRESERVE, PROTECT, AND ENHANCE YOUR FINANCIAL LEGACY Estate and trust tax preparation and planning are an important part of managing your financial future -- and it’s not just for the one percent; it’s important for everyone -- especially if you have a spouse or children or own a business. As your trusted advisor, we help you develop an estate and trust plan that protects wealth and minimizes the tax burden on you and your loved ones. Protecting your assets is critical to ensuring financial security for your loved ones and we know that estate planning and trust…

Need a Better Bookkeeping Solution for your non-profit organization? Instead of you doing it yourself, or relying on inexperienced volunteers, we’ve got a better idea: You concentrate on your mission and let us handle your books! Maintaining timely and accurate financial records is one of the most important responsibilities facing every non-profit organization. But, doing it right is time-consuming, and the rules are complicated. Plus, if you’re like most non-profit leaders, you’re not an accounting professional. So, how do you make sure this critical function is properly covered? We understand the complexity and nuance of non-profit bookkeeping and have the knowledge and expertise to…

START PLANNING YOUR FINANCIAL FUTURE TODAY Many people feel like their tax bill is too high. Maybe you do too. The good news is that it doesn’t have to be. When you work with an accounting firm like ours, we make your financial success a priority. IF FINANCIAL SUCCESS IS YOUR GOAL, WE ARE HERE TO HELP! There is more to preparing your taxes than simply filling out forms at tax time. It's also about understanding our clients’ needs and helping them plan for a secure future. Here’s how we do it: Based on careful analysis of your tax situation we make sure you take…

IT'S NEVER TOO EARLY TO START PLANNING FOR RETIREMENT The key to successful retirement planning is developing a plan that while based on your current financial situation, also meets your projected financial goals down the road. That's no easy task, however. Tax rules regarding retirement plans are complex. Each benefit plan has specific requirements as outlined by the IRS and it's important to understand the tax implications of your retirement planning choices. If you've already started saving for retirement, are you confident that you're saving enough to live the comfortable lifestyle you deserve or that you have your money in the right retirement…

HELPING YOUR LOVED ONES MAINTAIN FINANCIAL INDEPENDENCE WHEN THEY NEED IT MOST Do you have an elderly family member who needs help with day-to-day finances such as paying household bills or balancing a checkbook? Are you worried that financial predators might be taking advantage of your elderly parents? If you answered yes, we are here to help. As specialists in elder care accounting services, we provide financial services and support for seniors who might need help handling their finances, whether it’s managing assets to maintain wealth or paying household bills on time. FINANCIAL SUPPORT SERVICES FOR AGING SENIORS Most adult children are too busy taking…