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Tax Services (Individual & Business)


  • Federal and State Tax Return Preparation (including eFile)
  • Foreign Tax Preparation and Filing
  • Review of  Tax Returns Prepared by someone else
  • IRS Audit Assistance / Representation
  • Filing of Back Tax Returns
  • Amending Tax Returns 
  • IRS Payment Plans
  • Bankruptcy 
  • Record and Bookkeeping 

Services for Individuals


  • Cash Flow Management
  • Tax Planning
  • ​Personal Financial Planning
  • Investing (Personal & Retirement accounts)
  • Buying Decisions (Buy v. Lease a car, Own v. Rent housing, etc)
  • ​College Savings
  • Credit Card or Other Debt Consultation 
  • Retirement Planning 
  • Savings Planning (wedding, children, house, car, new business, etc)
  • Inheritances 
  • Insurance Needs
  • Personal Financial Statements
  • Estate Planning
  • Technology Assistance

Services for Businesses & Corporations


  • Forming a New Business
  • Dissolving a Business​
  • Payroll & Sales Tax Filings (and audit assistance)​
  • ​Cash Flow Management
  • ​Compilations, Reviews & Audits 
  • Bookkeeping Services
  • QuickBooks Setup, Maintenance & Training
  • Ownership Changes 
  • Investing (Retirement and profit sharing accounts)
  • ​Merger & Acquisition / Due Diligence 
  • General Business Consulting 
  • POS Cash Register Upgrade & conversion consultations 
  • Business Automation such as Automatic Recording of Sales, Cash Receipts, etc. ​
  • Tax & Financial Planning Employee Benefit Plans
  • Strategic Planning (pricing reviews, types of corporations, long term business plans)​
  • CFO / Controller Services
  • Payroll & Billing Services
  • Executive Consulting​
  • Budgeting and Forecasting
  • Non-profit Organizations 
  • Business Valuations
  • Internal Controls 
  • Profit Enhancement 
  • ​Technology Assistance



We are committed to extremely competitive pricing and confident we can match or beat any competitor.

This being said, it is a very difficult question to answer without a better understand of your needs and situation. We know, especially in today's often difficult economic times, that pricing is a very important question. Because of the difficulty to accurately estimate pricing without fully understanding your needs, we are happy to provide complementary initial consultations and quotes. 

Additionally, we make great efforts to work with you to find the best and fairest pricing and payment options. Typically, most of our clients select from one of the following, but we are open to discuss other options that fit your needs (so don't be afraid to ask): 

  • ​Fixed Fee per engagement 
  • Monthly /Quarterly/Yearly Invoicing
  • Hourly Invoicing