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