Individual Tax Returns

We help individuals prepare returns for routine tax years.

Tax Advice and Planning

We provide advice and planning to help you prepare current and future tax filings.

Client-Specific Accounting

We create a customized accounting package for each client.

Expert Analysis

We analyze your existing accounting systems to streamline operations and reduce costs.

Filing and Reporting

We process your interim filings for the IRS and other reporting, including sales and payroll taxes.

We provide the right-sized solution for your needs to fit your budget.

We work with businesses of all sizes. We handle your accounting needs so you can focus on running your business, and not meeting reporting deadlines.

Services

Our firm is dedicated to not only meeting but exceeding the needs and expectations of our clients. We go that extra mile to ensure that our clients receive the highest level of service and satisfaction.

Services For Individuals

  • Income tax preparation for federal and all states
  • Bookkeeping services
  • Tax planning
  • Consulting services
  • QuickBooks setup and training
  • Special projects
  • Annual report of foreign accounts
Many people who once filed their own taxes are now facing unusual situations like bankruptcy, short sales, foreclosure and divorce. This year we will see major changes to the tax system with the Affordable Health Care Act, so it is very important you consult with a professional for your tax filing needs to avoid the serious penalties the IRS will issue for noncompliance. We can help you navigate these financial challenges while keeping your tax bill as small as possible.

Services For Businesses

  • Income tax preparation for partnership, non-profit, corporation, S-corporation and trusts for federal and state
  • Bookkeeping services performed monthly, quarterly, semi-annually or annually
  • Financial statement compilation
  • Sales & Use Tax Filings including multi-state and city/locality filings
  • Corporation Commission Annual Reporting
  • Set-up & creation of Limited Liability Companies (LLC) and Sub-Chapter S Corporations
  • Tax planning
  • Forensic accounting studies and evaluation
  • Consulting services
  • Special projects to meet your specific needs
  • QuickBooks setup and training

In addition, we can refer you to professionals who provide related business services.

Meet Our Team