Our mission is to help each of our clients achieve their personal and financial goals. We understand that each client is an individual with unique goals.
Understanding your goals starts with listening.
With
multiple CPAs on staff, you have access to over 50 years of tax and accounting expertise working on your behalf. Our CPAs collaborate to make sure each client not only receives the best advice but also the most timely and accurate work product. For those who appreciate working face to face, we have
multiple office locations for your convenience. If you prefer to work with us remotely, we utilize the
latest technology advances to promote greater client communications and collaboration. We offer
secure file uploads, remote screen sharing, video conferencing, shared QuickBooks file hosting and paperless delivery.
Keeping your information private and secure is our top priority. We invest in the
latest cybersecurity products and have a dedicated staff that works tirelessly to ensure your information is protected. Unlike many other accounting firms, our clients’ tax files are never stored in the cloud.
Tax Preparation
Our experienced staff has the knowledge and the expertise to minimize your tax liability. Each tax return undergoes a thorough review process to ensure accuracy and that no deduction is missed. By utilizing proper staffing levels, we avoid extensions and provide timely delivery. Do you live or have income in more than one state? We prepare tax returns in all 50 states.
Tax Planning
Our experienced staff has the knowledge and the expertise to minimize your tax liability. Each tax return undergoes a thorough review process to ensure accuracy and that no deduction is missed. By utilizing proper staffing levels, we avoid extensions and provide timely delivery. Do you live or have income in more than one state? We prepare tax returns in all 50 states.
Household Employee Payroll Services
Have a housekeeper, in-home child-care provider, or in-home healthcare provider? We can help you setup those employees on payroll to keep you compliant with the IRS laws. Our payroll team is overseen by CPAs. We pride ourselves in being accurate and knowledgeable, but most importantly, we are available when you have a question.
IRS Representation
Receiving notices from the IRS can be distressing. We recommend you seek professional advice when this occurs. We will review your circumstances and assist you in responding to the IRS. Our experienced staff understands the most advantageous ways to work effectively with the IRS on your behalf.
Property Sales
Selling real estate can come with tax consequences and federal and state reporting requirements. Whether you are selling a rental property, second home or a personal residence, you should contact our firm in advance of the property sale to ensure you are prepared for any tax liabilities. It is also important to seek our advice on structuring the sale to minimize any tax consequences.
Short/Long Term Rentals
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Estate Taxes
When a loved one dies, it can be an extremely stressful and difficult time. Unfortunately, the burden of handling their assets and taxes adds to the stress. Our staff is here to help. We can support those left behind by helping them understand the steps needed to settle the estate and assist with the final personal and estate tax returns.
Gift Tax Returns
Gifting family members or others money or assets? Concerned about the tax implications? Please contact our office and we will assist you in understanding gift taxes and the reporting requirements.
