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.

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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.

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Call today to schedule an appointment!