Tax Services – Our tax services range from individual and Fiduciary returns to complex business returns encompassing compliance and research to promote the best possible tax situation for our clients.    We find ourselves assisting other friends and associates in our field who lean on us for assistance in these areas especially in technical research.

We proactively assist our clients in analyzing the benefits and costs involved in acquisitions, dispositions, mergers, split-ups and any other type of business venture transactions.    The assistance can range anywhere from various discussions to a full blown analysis of books and records including a detailed report.

Audits - Compilations - Reviews - Agreed Upon Procedures. Whether you need reporting for financial institutions, partners or for internal use, we offer full service reporting. We work closely with you and your staff to provide timely accurate statements.

We pride ourselves in appropriate planning and analysis when advising our clients on going into a new venture.  Our planning will advise you on the appropriate entity and explain the tax savings and advantages of each entity as well as advising you on the appropriate compensation structure and exit strategies if needed.