Tax & Advisory

Tax Preparation

We prepare tax returns for individuals, businesses, exempt organizations, and trusts. Even if you self -prepare your tax returns, there is no substitute for the assistance of an experienced, licensed tax professional to provide that extra guidance and reassurance. We go beyond just preparation to provide insight and bring clarity to the complexities of federal and state tax codes and regulations. Most importantly we value the personal relationships with our clients and the commitment to high-quality tax preparation that has defined the firm for over 30 years.

Tax Planning

Our dedicated team of experienced tax professionals are available year-round, not just during tax time, to recommend and design tax saving strategies for you, your family, and/or business. We strongly feel that planning for the future is not a luxury for a few, but a necessity that can be enjoyed by all and we work proactively and diligently to help create a financial plan that works for you.

Tax Resolution

We are here to assist you in all matters of tax controversies and problems. Whether you are being audited by the IRS or state, owe back taxes, or haven’t filed tax returns in years, we can help you. We have over 30 years of experience representing individuals and businesses and resolving their tax problems before state and federal tax authorities. We understand, anticipate, and respond tactically to bring closure to your case as quickly as possible.