Business Services

Accounting & Advisory Services

For most of our business clients, we are their most trusted advisor.

We provide a wide range of accounting and business advisory services that include the following:

Accounting & Bookkeeping

QuickBooks Support & Setup

Tax Planning

Business Consulting

 Tax Planning

We provide planning services throughout the year to prepare for changing situations and take advantage of potential tax planning opportunities. These services include:

Timing of Deductions and/or Revenue

Entity Selection

Multi-State Tax Planning

Succession Planning

Transaction Structuring Advisory

 Tax Return Preparation

We provide federal and state tax return preparation services for:

Corporate Income Tax

(Form 1120 or 1120S)

Partnership Income Tax

(Form 1065)

Business Succession Planning