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Bookkeeping & Accounting Services
We are prepared to maintain all functions of bookkeeping and accounting for you.  From paying your bills, banking deposits, maintaining your asset information, retirement plans and more.  Have confidence that all of your accounting needs are being met with security, privacy and accuracy.

Personal Financial Statements
If you are looking to finance real estate, make business arrangements or evaluate your estate and net worth for the purpose of financial planning, personal financial statements provide a precise focus on individual assets and liabilities.  We will help you pull together all of the financial information necessary to obtain a bird’s eye view of your financial standing.

Establishing a personal budget is the essential first step to growing savings and wealth, providing for your family, planning for life’s unexpected events and looking ahead to retirement.  Effective preparation now will help you save for the future.

Personal Tax Preparation
We provide innovative solutions for tax issues to minimize your tax liability based on the ever-changing tax laws and legislation.  It’s important to remember, too, that taxes are not something that come around just once a year.  Good tax planning throughout the year is important for mitigating surprises and planning appropriately, allowing you to make your money work for you!

Like walking a tight-rope, a delicate balance exists between optimizing your after-tax income to maximize profits while keeping focused on the changes in tax laws and reporting procedures.  We offer advice on long-term tax planning initiatives, including real estate investments, retirement investments, pension plans, sale of stocks and many other tax-impacted transactions.  Our tax strategies exist to help minimize your tax burden.

IRS Representation

Should you need assistance in responding to a notice from any of the taxing authorities, our experienced professionals can represent you with the various federal and state tax agencies.