Tax Planning

We help guide you through the tax consequences and help you prepare for your tax liability.

Develop proactive tax planning strategies that are designed to minimize tax liabilities.

Solve tax problems and handle the details by client authorized tax power of attorney.

Prepare as needed Tax Projections to alert you to the possibility of future tax due.  Tax Projections are based on careful analysis of your monthly financial statements and your input regarding estimated future sales and expense.

Tax Preparation

We prepare Federal and State returns for:





Trust and Estate tax returns.


We provide services tailored to your company's needs. Keeping accurate books allows you to make accurate and timely management decisions.

Here’s a full list of our bookkeeping services.

  • Outsourced Bookkeeping

  • Reconciling Bank Accounts

  • General Ledger Balancing

  • Month End Journal Entries

  • Invoice & Cash Receipts

  • Vendor Disbursements

  • Month End Closing

  • Sales Tax

  • Use Tax

  • Reporting

  • Bookkeeping Assistance


Payroll services can be tailored for your need. We  offer full service payroll along with monthly, quarterly and annual filings

Individual Consultation

We provide tax consultations in many areas, including:

Business Entity Selection

Estate Planning

Retirement Planning

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TEL: 636-757-3555