personalized, high-quality accounting services

Our compact yet dynamic firm specializes in delivering personalized, high-quality accounting services to individual and business clients, with a focus on the medical, dental, and business services sectors. The team of accounting professionals and certified public accountants (CPAs) ensures compliance with educational and experience requirements, offering expert guidance in tax preparation, filing, and state-specific regulations

Accounting & Bookkeeping

Tax Preparation, Filing &
Tax Planning

Business & Financial Consulting

Services Offered in Details


Accounting, Bookkeeping / Write-Up

Maintaining well-organized financial records is crucial for the efficient daily operation and long-term success of your business. Our qualified staff excels in handling day-to-day bookkeeping tasks, ensuring accuracy and reliability.

Business Entity Selection

Selecting the appropriate business entity (e.g., “S” corporation, sole proprietor, limited liability company) is a pivotal decision with lasting tax implications. We guide you through evaluating the pros and cons of each type, assisting you in choosing the most advantageous structure for your company.

Business Succession Planning

Ensuring a smooth transition of your business to successors is vital for its continued success after your departure from day-to-day operations. With expertise in tax and financial matters, we help you develop a sound plan, addressing the complexities of business continuation.

Estate Planning

Effective estate planning facilitates the orderly transfer of assets to beneficiaries, provides security for surviving spouses, and minimizes tax on business and asset transfers. For business owners, we navigate the intricate process, securing business continuity and succession of ownership.

Business Consulting

We measure our success by your personal and business achievements. Identifying areas impacting profitability and growth, we offer practical, technically sound solutions. Acting as a management sounding board, we provide flexible strategies addressing the issues affecting your business.

Tax Services, Estate & Trust Tax Preparation

Facilitating the orderly transfer of assets and reducing tax liabilities are crucial aspects of effective estate and gift planning. We guide business owners through the complex process, ensuring financial affairs are in order for continuity and succession.

IRS Representation

Drawing on years of experience with taxing authorities, we assure our clients of competent representation before federal and state tax agencies, resolving issues effectively.

Payroll Services

As businesses expand, payroll administration complexities grow. We assist in implementing controls for a reliable and efficient payroll system, ensuring timely preparation of payroll tax returns.

Tax Planning

Integrated tax planning is a key element of the preparation process. Aligning tax planning with your business strategy, we leverage our expertise and stay abreast of tax laws to minimize current and future tax liabilities.

Tax Preparation

Our significant investment in tax preparation software enables accurate and efficient returns for various entities. From individuals to corporations and not-for-profit organizations, we ensure compliance and minimize tax liabilities.

Tax Services

Taking a proactive approach, we stay current on tax laws, identifying planning opportunities for clients. Our services cover tax planning and return preparation for individuals, corporations, partnerships, LLCs/LLPs, estates, trusts, and not-for-profit organizations

Tax planning & Return preparation

– Individuals – Corporations – Partnerships – LLCs/LLPs – Estates, trusts & gift – Not-for-profit organizations

Taxing authority representation

Divorce and support issues

Tax effects of buying/selling a business

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.