Individual Tax Services
The firm strives to provide it's clients with timely and effective tax planning services. Through the use of newsletters and client follow up, they strive to put into use the famous axiom of Judge Learned Hand " tax avoidance ust not tax evasion". Tax planning needs to be considered all year long. Clients are encouraged to make use of tax planning meetings/discussions focusing on long and short-term ideas that may be available to them. We encourage our client to call us with any type of question they might have. If we can't answer it…. we know who can. For instance, many corporate executives find stock option planning to be very beneficial to their overall financial health. It can also be important to also bring in other professionals such as trust and estate attorneys, financial or insurance professionals to review all the important areas and consequences. Good planning provides client with "what if" scenarios that can be revisited and revised with a minimal amount of effort using the latest financial and tax planning tools. Preparation of the actual income tax filing is just a small part of what we do. Just remember that failing to plan is a plan…..

Business Tax Services
On the business front, we service a very wide variety of business entities, from large corporations to small "mom and pop" businesses. We also work with charitable foundations, trust, limited liability entities and not for profit entities. We work with business owners and shareholders to minimize tax situations all through out the year. Conferences held pre yearend serve to look at the total tax situation from not only a business entity but also its effect on the personal situation of each individual involved. We pride ourselves in that our clients talk to us first, so that we might be able to make recommendations to fulfilling their wants be it computer related, bookkeeping, financing or other operational needs. It starts with a single call or email.