Our Expertise

WITH OVER 45 YEARS OF EXPERIENCE .

 

PERSONAL

Tax Preparation

Individuals can benefit by using professional tax preparers. Do-It-yourself software leaves room for mistakes and issues causing your returns to be inaccurate.  We provide the highest level of accuracy to offer our clients their maximum refund.  We provide filing services for federal, state and local across the US.

Tax Planning

Tax planning is the most important aspect of your tax portfolio.  We analyze our clients individual financial situation to strategize and help to place them in the most advantageous tax position.  Like all aspects of life, failing to plan is planning to fail.

Personal Finance Consulting

Personal financial consulting –  we assist our clients by helping them become more financially fit.  We help our clients form a financial strategy from budgeting, tools to help build credit and reviewing options available for debt management.  Our goal is to equip our clients with the necessary tools to better serve their personal financial goals.

BUSINESS

Business Tax Services

Tax planning goes hand to hand with tax preparation.  A tax portfolio without proper planning is ineffective, which can lead to inefficiencies. Our tax services are not just about the returns. We believe proper tax services include meeting with clients and understanding their needs.  This puts our clients in the best tax position.

Financial Consulting – Transaction/Reporting

From start-ups to established businesses, accurate and insightful financial information is essential in order to maintain profitability and capitalize on new opportunities. We can help you get closer to these goals with accurate record-keeping and reporting and support on financial issues.

Budgeting & Forecasting

Financial budgeting and forecasting is essential to a company’s success.  We combine our expertise and experience with a thorough understanding of your business to produce financial projections that can help you manage your business plan and spending.  We then can help you analyze your spending and rebalance your budget for an optimal cash flow.

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