Business Consulting
Consulting, Entity Selection, Buying or Selling, risk mitigation, business continuity planning and valuation
Church / Ministry / Non Profit
Church payroll, church tax matters, clergy tax specialists, non-profit
Tax Preparation and Planning
Tax Preparation & Planning
Special Needs Planning
Trust, Medicaid and Disability Planning
Divorce Financial Analysis
Budgets, Financial Affidavits, Division of assets, Tax implications
Retirement Planning
Income planning, Longevity and Legacy Planning
Financial Analysis
Review of all financial statements and business plans
Notary Public
Full Notary Services
Tax & Accounting Services
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
Notary Public
A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures. We offer Notary Public services and are available when you need us.
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.