Services

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Tax Compliance

For both business and individuals.  Every business transaction has a tax impact.  In addition, tax laws are always changing.  We understand the increasingly complicated local, state and federal tax regulations.  When you engage our team, you get much more than tax advice and technical expertise.  You get problem solvers, creative thinkers, and proactive planners who strive to become your trusted financial advisers.  Using a comprehensive approach to tax management, our goal is to maximize your tax savings and minimize your tax exposure.

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Small Businesses

You are not Microsoft or General Electric.  You are an entrepreneur trying to compete in a tough economic environment.  We understand the issues that a small business is up against and have the expertise to help you succeed.  We will assess your needs and work with you to keep your business on track, whether your are a start-up or a more mature business preparing for your next phase of growth.  Thanks to our depth of experience and commitment to client services, you can expect a timely response to your changing needs.

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Estate Planning and Administration

Sweeping changes in federal law make it absolutely essential that you pay particular attention to protecting your wealth from estate and gift tax. Even estate plans created only a few years ago may need to be revised. 

We emphasize planning and tailor it to our client’s needs. Because every individual is unique, each estate plan is unique. An estate represents the personality and accumulation of a lifetime and the legacy to be transferred. We educate our clients about tax and legal structures. We also advise them how best to provide for those they wish to benefit and how to leave the least amount legally required to the government.