Individual Services
We know that every individual’s needs are unique. We listen and work with you to ensure your objectives are met. Our team can assist you with your tax return preparations as well as your tax and financial planning. We’ve worked hard to establish our CPA designation and expertise. Life experiences and changes can impact your financial plans and needs, so our goal is to earn your trust and to establish a long-term relationship with you.
Small Business Services
Our office has the expertise to assist in new small business set-up, business planning, budgeting, and business case analysis. We support your business through strategic planning and tax return preparation. We also have strategic partners in place to assist with your distinct needs. We even offer due diligence analysis and activity based cost (ABC) modeling. Our objective is for your small business to be successful and profitable.
Tax Resolution
Dealing with any type of tax issue can be stressful and time consuming. The powers of Federal, State, and local agency enforcement, forms, notices, levies, and procedures can make your situation overwhelming and confusing. Our professional office can work for your side. We have the negotiation skills and experience to bring balance back into your life.
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