Areas of Practice

Tax Returns and Tax Planning

As a CPA firm, we provide tax return preparation for individuals, corporations, partnerships, estates, and trusts.

We also plan throughout the year to prepare for changes and take advantage of potential tax planning opportunities, such as timing of taxable events, investment strategies, and business succession planning.

Small Business Accounting and Advisory

We are a trusted advisor for our business clients, who rely on us for compilations and reviews, financial statement preparation, accounting and bookkeeping, tax planning, and consulting.

Estate Planning

As an estate planning firm, we help guide families in securing their future with tailored estate plans, including wills, trusts, health care proxies, asset protection, guardianship, and other estate planning documents.

Business Law and Litigation

As a business law firm, we support small businesses with everything from formation and governance to contracts, employment, and litigation, offering smart dispute resolution to keep them protected and avoid expensive conflicts.

We also help businesses and individuals understand and respond to IRS and state letters and audit notices, working directly with the government agencies to a resolution.