Accounting & Tax Services for Businesses
We understand that you need to manage all aspects of your company. Entrusting your accounting needs to our firm will allow you to focus on the aspects of your business that produce profits.
We assist and advise our clients with a variety of accounting services, from the initial setup of an accounting system through the day-to-day accounting operations. We provide financial statement compilation and review services as well as the testing and structuring of internal controls.
Our firm has experience with all types of business entities. We stay updated with federal and state tax laws and track the changes and developments in your industry to help you manage your company.
Tax Services for Individuals
Over the years, many of our clients’ situations have changed and so have the tax laws. Through continuous education and training, we have evolved to meet their needs.
Our goal is to provide quality tax planning and preparation services for all of our clients. We are your independent advisors and advocates and work with other professionals to help you meet your financial goals.
Trust and Estate Tax Services
Income taxation of trusts and estates is a unique area and subject to specialized rules and procedures. The federal and state tax law, the Civil Code, contract law, state law, accounting principles and the underlying trust documents all dictate how the trust and estate tax return and its beneficiaries are taxed.
Collaboration between the trustees, executors, lawyers and accountants is very important. Our firm has provided trust and estate income tax planning and preparation services since 1986.