Services Offered

Click on each service to explore the possibilities. 

Tax Preparation Services


Do you want to prepare and e-file your own taxes? Click on "Self-Preparation"


Individuals and married couples who do not have a business or rental income.

Business Tax Returns

Taxpayers who own a business or rental property.

Tax Planning

Do you want to minimize your tax liability or plan for future tax implications?

IRS Representation

I received a love letter from the IRS; now what?

Accounting Services

Payroll Services

Total payroll services for small business clients.


Complete bookkeeping services for small businesses.

Consulting Services

Financial Planning

Financial Planning for future goals.

Retirement Planning

Can I retire yet?

Business Entity Selection

Should I be an LLC, Corporation, Sole Proprietorship? I'm confused.

Business Succession Planning

I'm retiring; who's taking over?

Estate Planning

What happens when I pass on?