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Financial Questions We Help You to Solve:

  • Do you (or will you) have enough to retire?
  • How much do you need to save for your child's education?
  • Now that you are retiring, how do you make your money last for the rest of your life?
  • How can I provide for my loved ones if something happens to me?
  • Can I afford a new house/vacation house/our first house?
  • What's the best way to pay down/off my student loans?
  • I can't seem to budget, can you help me?

Tax Services We Provide:

  • Income tax preparation for individuals and small businesses, specializing in physicians and dentists
  • Income tax consulting and planning
  • IRS and State tax representation
  • Preparation of unfiled previous years returns
  • Amended tax returns
  • Respond to correspondence inquiries from the IRS and State agencies
  • Personal Property Tax Returns
  • Year round service     

Accounting Services

  • Set up of QuickBooks desktop or QuickBooks Online
  • Monthly, quarterly and/or yearly review of your QuickBooks data and procedures
  • Assistance in preparing financial reports, payroll reports and interpreting your QuickBooks data



The SECURE Act changed the rules for retirement accounts and investing. Are you aware of how this may affect your investing strategy? Get all the details here in our free ebook.

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