Tax Preparation & Planning Services

Services include but are not limited to:


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
  • Request Information About Assurance and Advisory Services

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Financial and Retirement Planning

Services include but are not limited to:


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
  • Request Information About Non-Profit Services


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
  • Request Information About QuickBooks and Accounting Services

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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
  • Request Information About IRS Representation


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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.