Tax Preparation & Planning

Effective tax preparation and planning can help you to minimize your 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. Return to Top


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 bookkeeping and financial systems keep pace with your business needs. Return to Top

Business Entity Selection

The business entity—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. Return to Top

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 to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all estate and trust tax-related matters. Return to Top

Payroll Services

Changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. We can prepare your payroll or work with you in overseeing your payroll and payroll tax return filings. Return to Top

Retirement Plans

Whether you are considering 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 legal and compliance issues related to each type of plan. Return to Top

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. Return to Top

IRS and FTB Correspondence Resolutions

No one likes to receive a letter from the Internal Revenue Service or the Franchise Tax Board. If you receive such a letter we can review it and compare it to your tax return to evaluate the issue and take the appropriate action or response to resolve the issue. Return to Top

Form 1099 Preparation

A Form 1099-MISC is to be sent each year to any person or unincorporated business and to attorneys even if incorporated to whom you paid $600 or more for rent or services rendered in the course of your trade or business. We can assist you with the preparation of these forms. Return to Top

Call today to schedule an appointment!