Our Services

Tax Compliance Service - we prepare personal, business, trust, estate & gift tax returns for both federal and state tax entities using a triple review process to avoid potential audits.
[prōh-ak-tive] Business Tax Service - a comprehensive business tax service designed to offer proactive solutions to small businesses. You get business tax preparation, individual tax preparation, unlimited phone consultations, unlimited e-mail consultations, monthly newsletters discussing the latest tax topics, due date monitoring, quarterly Quickbooksä account reconciliation, quarterly financial review meetings, fall tax projection so no planning opportunities are missed, year-end financial reconciliation, and a one-on-one review of your corporate finances to show you what the numbers mean and provide feedback to better operate your business.
Tax Strategy Planning - we analyze all factors affecting your current tax status and generate an actionable strategy for legally minimizing your tax burden without using gray area or questionable tactics.
Tax Projection Service - we project your current year’s tax obligation and provide recommendations to reduce your tax obligation and/or avoid penalties and interest. This is generally performed when a client has an unusually large financial transaction or highly variable income from year to year.
W-4 Calculation Service - we optimize your tax withholding so the government does not hold on to any excess taxes paid, maximizing your take home pay while meeting withholding requirements for Federal & State tax entities.

Wealth Management Service - our platinum level service designed to maximize your wealth through asset management. You get a customized tax minimization and wealth maximization strategy, a customized investment portfolio design, an online vault for easy & secure access to all of your financial documents, a live net worth statement, and an annual fall tax projection. This service will include the review of retirement planning, estate planning, tax planning, insurance planning and investment planning, and supply an analysis and recommendations as to the actions and investment strategies necessary to attain your goals and objectives. This service is provided in partnership with Wealth Management Associates, Brian Damiani – Certified Financial Planner™.
Wealth Management Tax Plus+ Service - a service very similar to our Wealth Management service however it is based on your net worth. There is no need to have your assets under our management. The service includes everything from our traditional Wealth Management service plus the individual tax return preparation.

Comprehensive Financial Tune Up - a service designed to provide a thorough review of your current financial condition in the areas of retirement planning, estate planning, tax planning, insurance planning, college planning, and investment planning. You will be provided an analysis and recommendations as to the actions and strategies necessary to achieve your pre-determined goals and objectives.

Starting a New Business Consult - we discuss the new business endeavor and advise you what actionable steps are required to realize your dream.
Entity Selection Consult - we analyze all of your tax aspects and business endeavor to determine the proper business entity to form.
1031 Real Estate Exchange Consult - we determine the best strategy for exchanging property with various tax consequences and scenarios.

Tax CD Service - (existing clients only) we will copy the last 4 years of tax returns and associated source documents to a CD ROM and mail it to you. In some cases we may not have your last 4 years of tax returns, in which case we will advice you before hand and copy the years that we do have.
Tax Scan Service - we will scan documents provided by you and include where applicable, previously scanned documents that we already have. We will mail your CD back to you and wait for signed release to securely shred your original source documents.

Contact us regarding other services you may desire that are not currently listed.