Services

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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