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Services

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