Experienced Tax, Accounting & Advisory

Our proactive approach to tax compliance means that we work with you to identify opportunities that minimize your current and future tax payments.

If you are a small business owner and don't have your bookkeeping up-to-date, we can help with that, too. We can update your bookkeeping and prepare your business and personal income tax return. 

Thoughtful tax planning is the best way to reduce your tax liability. Our mastery of current tax law means that we make sure you pay only the amount of tax required by law.

Our goal is to help you keep more of what you earn while ensuring compliance with federal and state tax laws.

A problem with the IRS or a state tax agency will not go away by itself. It may take the IRS years to catch up with you, but in our experience, somehow, they always do. Even worse, penalties and interest often accrue each day. 

If you owe the IRS, the sooner we confront them, the better, and the more options we will have to resolve any issues. You are not in this alone: We pride ourselves on being aggressive advocates for our clients. 

Most people are unaware of how many mistakes the IRS and state tax agencies make. Just because you’re receiving notices in the mail from IRS doesn’t mean that you’ve done something wrong. We have resolved many issues with one phone call to the IRS. We’re here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.

For businesses that need professional financial advice - but that don't need a full-time CFO or controller - we have the perfect solution. We will provide the experienced financial support and CFO services you and your business need at a fraction of the cost of a full-time CFO. The benefits include:

• Better financial information that results in better decision-making.
• A professional who can help make the tough calls and decisions.
• Strong financial controls that reduce risk, prevent employee theft, and increase profits.