Tax Preparation & Planning Services

Services include but are not limited to:

  • Individuals
  • Corporations
  • Partnerships
  • Limited Liability Companies
  • Trusts
  • Estates
  • Foundations
  • Non-Profit Organizations
  • Pension Plan Advising
  • Foreign Account Reporting
  • Entity Selection and Restructuring


Assurance and Advisory Services

Services include but are not limited to:

  • Audits, Reviews and Compilations
  • Financial Statement Preparation
  • Non-Profit Audits
  • HUD Multi-Family Housing Audits - Commercial & Non-Profit
  • Homeowner's Association Audits
  • Internal Control Study and Recommendations
  • Agreed Upon Procedures
  • Entity Selection and Restructuring
  • Financial Projections and Forecasts
  • Mergers and Acquisitions
  • Transaction Structuring and Negotiations

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Financial and Retirement Planning

Services include but are not limited to:

  • Retirement Planning
  • Business Succession Planning
  • Buy/Sell Transactions
  • Gain/Loss on Sales Analysis


Non-Profit Services

Services include but are not limited to:

  • Application for Exemption filing with IRS
  • Audits, Reviews and Compilations
  • Tax Return Preparation (990, 990T, 99) and Research
  • Consulting in regards to Unrelated Business Taxable Income
  • Prepare Financial Statements required by OMB A-133 and HUD


QuickBooks and Accounting Services

Services include but are not limited to:

  • QuickBooks set up, installation, training and support
  • Sales tax set up and compliance
  • General ledger and financial statement preparation
  • Bookkeeping (monthly, quarterly, or annual)
  • Payroll processing
  • Cash flow budgeting
  • Compiled Financial Statements

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IRS Representation

Services include but are not limited to:

  • IRS Audit Representation
  • Non-Filed Tax Returns
  • Back Taxes Owed
  • IRS Liens
  • IRS Levies
  • IRS Wage Garnishment
  • IRS Seizures
  • Offer in Compromise
  • IRS Payment Plan
  • Payroll Tax Problems
  • Bankruptcy
  • Innocent Spouse Relief
  • Get Your IRS File


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Our Mission

We are dedicated to the success of our clients and we serve them serve them with integrity and responsibility.

We provide personalized services and solutions to fulfill our clients' needs.

We work directly with our clients, and earn their respect by our performance and commitment.

We Deliver Quality.