Services

 Our firm has the resources, experience, and depth of knowledge to offer the following services to both individuals and businesses. We can deliver the services you need in a professional, fast, and cost-efficient manner. 

Tax Services We Provide:

• Income tax preparation for individuals and small businesses, specializing in healthcare
• Income tax consulting and planning
• Electronic Filing of all Federal and State returns including direct deposit of refunds and electronic payment for balance due returns
• 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

Financial Planning Services:

Accounting Services

• QuickBooks ProAdvisor on staff that can assist you in setting up, learning and troubleshooting QuickBooks
• Monthly, quarterly and/or yearly review of your QuickBooks data and procedures
• Assistance in preparing financial reports, payroll reports and interpreting your QuickBooks data