Tax Services



Tax Services
  • Tax Preparation
  • Tax Planning
  • Tax Problem Resolution
  • Tax Examination and Representation

Business Services



Business Services
  • Small Business Accounting/Bookkeeping
  • Accounting Software
  • General Ledger Support
  • Certified QuickBooks Pro Advisors
  • Payroll
  • Part-Time CFO Services
  • Audits - Reviews - Compilations
  • Cash Flow Management
  • Bank Financing
  • Strategic Business Planning
  • Succession Planning
  • New Business Formation
  • Not-for-Profit Organizations
  • Internal Controls

Real Estate Services



Real Estate Services
  • Acquisitions
  • Sales and Exchanges
  • New Construction
  • Residential
  • Commercial
  • Co-ops & Condos

Financial Planning Services



Financial Planning Services
  • Personal Financial Planning
  • Estate Planning
  • Retirement Planning
  • Eldercare Planning
  • Bill Paying/Bookkeeping