Our Services

  • Individual tax returns, Form 1040

  • Partnership tax returns, Form 1065

  • Corporate tax returns, Forms 1120 and 1120s

  • Nonprofit tax returns, Form 990 and BCO-10

  • Federal, state, and local tax returns

  • Business bookkeeping

  • Outsourced accounting and CFO

  • Quickbooks ProAdvisors

  • Financial controller services

  • Equity compensation, incentive stock options, restricted stock units

  • Start-up businesses, self-employment

  • S corporation, LLC, and partnership structure strategy

  • Tax projection, estimated payments, salary annualization, tax regulation consulting

  • Public notary services

  • Implement tax-saving plans regarding complex tax issues

  • Coordinate with financial advisors to provide planning expertise

  • Business payroll and nanny taxes referral to our recommended payroll specialist

See a Typical Appointment

Current clients can schedule a meeting below!

All other inquires, please submit at the bottom of the page!