Many areas of your financial, tax and accounting life are intertwined where it is near impossible to provide an isolated service that does not affect another. We believe that to act in a diligent manner if you should consider and discuss possible crossover effects. That is why we ask so many questions and reach out with occasional contact, via phone calls, emails or newsletters. Knowing more of who you are is simply a better way to provide the better service to you. With that in mind, here are some of our services, with which we wish our service to be your solution:
Financial, Tax and Accounting Services
¨ Tax Return Preparation (see below to get started)
¨ Income Tax Planning
¨ Estate and Gift Tax Planning
¨ Retirement Planning
¨ IRS and State/Local Representation
¨ Cash Flow & Budgeting Analysis
¨ Starting, Buying or Selling a Business
¨ Trust, Probate and Conservatorship Accounting Services
¨ What else? Ask me! With over 25 years of experience I can help or help you find someone that can!
Please visit the CPA-Engagement page for the most recent Tax Letter, Organizer Questionnaire and Forms and the required completed Engagement Letter, with our terms and conditions, for any of our service.
Our firm does not engage in attest services, such as to prepare Financial Statements, Compilation, Reviews, Audits or Not-for-profit audits. We have trusted relationships with other professionals and Certified Public Accounting firms that we would refer you for those needs.