Our Mission

Our Primary Focus is a complete and thorough understanding of your personal, business and family circumstances. We determine which strategy is best used to achieve your personal, business, family, trust, or estate goals with an emphasis on minimizing your tax obligation in the process.

The unique multi-faceted approach is accomplished by teaming up with financial, legal, and insurance advisors. This combination offers our clients the greatest protection and the most tax efficient strategies to achieve their goals.

  • Initial Tax Return Review
  • Tax Form Preparation
    • Personal Form 1040
    • Partnership Form 1065
    • S-Corporation Form 1120-2
    • C-Corporation Form 1120
    • Trust Form 1041
    • Estate Tax Form 706
    • Gift Tax Form 709
  • Business & Personal Income Tax Projections
    • Assist with Income Tax Minimization
      • Depreciation Planning
      • Retirement Plan Contributions
      • Tax Credit Utilization
      • Itemized Deduction Strategies
  • Audit Representation
  • Electronic Filing
  • Retirement Plan Distribution Issues
    • Minimum Required Distributions, etc.

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  • Small Business Accounting Support
  • Small Business Consultation
    • Financial Statement Analysis
    • Entity Structure Analysis
    • Profit Margin Analysis
    • Audit Representation
  • Financial Statement Preparation
    • Personal
    • Business
    • Projected
  • QuickBooks Support
  • Fixed Asset & Depreciation Reporting
  • Payroll Processing
    • Biweekly Paycheck Processing
    • Employment Tax Forms
      • 940, 941, 943, W-2, W-3, WT-7, etc.
  • Sales & Use Tax Returns/Issues
  • Personal Property Tax Returns
  • Gifting to Children/Descendants
  • Charitable Gifting
    • Charitable Remainder Trusts
  • Family Trusts
  • Family Investment Companies
    • Life Insurance Trusts
  • Wealth Replacement Strategies
  • Distribution to Spouse, Descendants and Others
    • Credit Shelter Trusts
    • By-Pass Trusts
    • Survivor Trusts
    • Other Specialized Trusts
  • Business Transition Planning