We will prepare all of your tax returns (individual, business, and fiduciary income tax) to assure that you are paying no more tax than is necessary. Throughout the year we will monitor tax law revisions and discuss with you those changes that affect you. We will recommend tax-savings strategies and serve as your advocate in tax matters.

If you are starting a business, we can help you select the proper organizational structure and secure adequate financing. We will work with you preparing budgets and forecasts, selecting technology software, and assist with cash flows and cost controls.

If you need financial statements, we can prepare compilation and review statements. Even more important than the preparation of these statements is the assistance we can give you in using the statements to manage your business more effectively and profitably.

Paying for the cost of college is often one of a family's most significant financial obligations. Therefore, it is important that families specifically address college planning rather than simply consider it a by-product of their overall investment and retirement strategy. Planning for college costs includes assessing the family's goals and developing and implementing tax and financial strategies to meet those goals. The college planning process is complicated by the presence of the college financial aid system, which must be considered since it can play an important role in how a family will meet college costs.

Helping clients plan ways to minimize college costs has grown in importance because of the soaring cost of college. Developing an advantageous college position is something that we helped our clients do well because of our detailed knowledge of the process.

If you're in business and need record-keeping and accounting systems, we can design them to fit your needs. We can prepare or assist you in preparing payroll reports, journals, and general ledgers. We can assist you with your financial record-keeping and reporting requirements so that the red tape in your life is minimized.