Services

Tax Preparation
Taxes are an inescapable fact, but it doesn’t have to be a headache. We are here to assist our clients, whether business or individual, navigate existing tax requirements and prepare for the future.
Tax Planning
We design and help implement innovative and customized tax planning strategies.
Proactive: Serving to prepare for, intervene in, or control an expected occurrence or situation, esp. a negative or difficult one; anticipatory: proactive measures to save tax.


Accounting, Bookkeeping & Payroll
Financial statements are an essential part of a business. We highlight areas in which our clients are strong and those that need improvement.
Advisory
We educate our clients in language they understand (we save the technical terms for EA/CPA membership meetings). We are here to provide support whether its business entity selection and structure, employee benefit advising, or other consulting services.
