• Tax Preparation
  • Accounting and Bookkeeping
  • Computer Systems Consultation
  • Tax Planning
  • Estate Planning
  • Retirement Planning
  • Audit Representation
  • Business and Sales Acquisition
We can help you with every aspect of your tax preparation and planning, including individual, partnership, corporate, estate, and trust returns.  In the event of a tax audit, we are authorized to appear on your behalf before the Internal Revenue Service.  We work closely with your other professional advisors to ensure coordinated and effective estate, retirement, and business plans.  We are available to consult with you on your business, including the effective use of QuickBooks, and can provide compiled financial statements for submission to your bank.
Our client base reflects the range of our expertise, and includes:

Dental Practitioners
Service Businesses
Outside Sales
Real Estate Brokers and Investors
Insurance Brokers
Stock Traders
Non-profit organizations
Fitness Centers
Retail Stores
High Tech Employees with Stock Options
Client Services
Service Overview
(801) 763-8295