Services
As your trusted partner in success, we offer a range of professional services at a fair price. You will always get the individual attention that you deserve. We are always conscious of ways to help reduce your taxes, according to IRS tax laws. Among the services offered are:
- Tax Preparation for Individuals, Partnerships and Small Businesses
- Specialization in Tax Preparation for Estates and Trusts (Form 1041)
- Tax Planning
- IRS Representation, IRS letter response assistance
- Bookkeeping services for Small Business
- Assistance to organize your tax and financial paperwork
- Spreadsheets for your Monthly Net Worth and financial asset monitoring
- Year round consultation by appointment