SERVICES

Effective tax preparation and planning can help you 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 impact you and your business and we are constantly identifying new ways to reduce federal, state, or local tax liabilities.

A notary public can help you to manage various business matters, including witnessing and authenticating document execution and signatures. We offer Notary Public services and are available when you need us.

As a Certified Lean Six Sigma Black Belt we focus on improving the efficiency and effectiveness of your business and its operations. We can provide support in strategic planning and rapid improvement events. Contact our office to learn about the full range of services we provide.

Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can collaborate with your legal counsel to help you structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to manage all estate and trust tax-related matters.

The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc. that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.