Our Services

Areas of specialty:

Tax preparation for individuals and small businesses
Tax planning for individuals and businesses
Representation in federal, state or local correspondence audits
Cost basis calculation for investment sales

Individual Tax Preparation

Tax returns and filing instructions have been prepared for 1000's of individual clients over the years.

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Small Business Tax Returns

Specializing in sole proprietors and sole member LLCs.

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Tax Planning

Long term, annual and mid-year tax planning and tax forecasting services.

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Audit Assistance and Identity Theft Restoration Services Product

Protection Plus offers Identity Theft Restoration Services, Audit Assistance and covers up to $2500 of federal tax, interest and penalties due to a preparer's error.

Learn More About Audit Assistance and Identity Theft Restoration Services Product