Individual and Small Business

Tax Planning and Compliance
Tax planning is an integral part to any well thought out financial management program. Each year we prepare federal and multi-state returns for small businesses and individuals. We will discreetly work with you to meet your tax requirements while minimizing your tax burden.

Our other services include:
Net worth statement preparation
Financial Statement preparation
Tax preparation
IRS examinations
Estimated tax calculations/payments
Alternative minimum tax
Entity Planning