Services

If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further.  Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

Individual Tax Filing

Every time we encounter a new client it amazes me to hear the words, “wow those questions were never asked from my last account.” In our company we believe that the individual tax return is the starting point of getting to know our clients and their financial house. Our clients continue to return because year after year they reach their personal financial goals tailored to their specific family’s needs. We provide education not just preparation.

Business Tax Filing

Small business tax return preparation and filing instructions is a rapidly growing service offered to our clients. We specialize in start-up companies however, take on already well-established business taking them to the next level. Most business’ who file their taxes with our company utilize our other services. We serve all entities C corporation, S Corp, Limited Liability Company, Partnership or Sole Proprietor. We properly prepare tax return to minimize the tax owed. We prepare both service and manufacturing company clients.

Property Tax Filing

Years after years our clients have requested assistance with property tax filings. Assistance is not offered for Tax Abatements, Star Tax Programs and Tax Reduction on a case by case basis.

Tax & Financial Planning

We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.

Effective tax planning can help you to minimize your future tax liability and in most occasions, we can look back into past filings to save there too. 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

Bookkeeping and financial statements for small businesses

Our office can provide project specific need or a recurring need. We can provide comprehensive accounting support to ensure your accounting responsibilities and compliance filings are accurately accomplished. We specialize in preparing overall company budgets and financial statements. Transaction recording and support services in the areas of revenues/billing, vendor bill payment/expenses, and various reconciliation.

Tax Debt Resolution Matters & Audit representation

Our Tax Resolution work hand in hand with most cases of Audit representation. This service is said to be a core part of our services as most of our new clients are being referred from misfiled Tax Returns. We tailor each process to the unique needs of your Tax Case Matter. Our office is equipped with Enrolled Agents, CPA’s and Tax Specialist who as a team take on your challenge with ease and leave you with peace of mind. We deliver a clear and concise picture of how your case will be handled and give you a realist idea of the outcome. If you or someone you know owes the IRS or State Agency taxes or received a letter that they are under Audit. We would be happy to assist please Contact Us.

Individual and Business Consultations

Individual Consultation serve our clients at different times. Weather a client has a new life event like child entering into college, death or birth in the family, marriage or divorce or a career change. In these times we do not wait till tax season we set up for a consultation as most matters of this nature effect the financial house in many ways. New clients are welcomed.

Business Consultations are offered to those who are seeking a new business venture or in a pivotal point in their business where a need for direction whether in marketing, fiscal matters, restructuring or succession. Existing and new clients are welcomed.

Agency Partners

Over the years we have notices our clients being taken advantage of in many ways when it comes to financial matters outside of tax matters. In efforts to protect our clients we have come across some excellent professionals in which we have cultivated great relationship throughout the years.

Agency Partners is a growing group of professionals who in the lifetime of this practice have been faithful in upholding the principles of Integrity and Loyalty to the client. They partner in this Agency have extended extremely good and professional customer service for all our company clients and their family and friends. They believe in our company and trust us to only do the best for the families and companies we work with.

Partners include but not limited to: Insurance, Credit Counsel, Mortgage Support, Travel Agent and More