Professional Tax, Accounting and Bookkeeping Services

Customized to your needs.

Tax Return Preparation

  • Tax Return Preparation and E-filing (Federal & State)
  • FBAR Filings
  • Multistate Income & Tax Filing
  • Business Tax Preparation and E-Filing ( C-Corp, S-Corp, LLC, etc)
  • Form 1099 Prep, Mailing and E-filing
  • Estates & Trusts Returns
  • Gift Tax Returns

You can be confident your return is accurate, compliant, and optimized.

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Tax Planning and Advisory

  • Guidance on tax implications of major life events.

  • Business structure and entity selection.

  • IRS and state tax notice response and resolution.

  • Tax Planning for the Self-Employed

  • Advice for expatriates and taxpayers with international tax obligations.

Straight-forward and professional advice and support for the moments that matter.

Bookkeeping

  • Monthly and quarterly bookkeeping
  • Bank and credit card reconciliation
  • Accounts payable and receivable tracking
  • Financial statement preparation
  • Payroll recording and expense categorization
  • Year-end financial preparation for tax filing
  • Non-profit fund accounting support

With organized, well-maintained books, you'll always know where your business stands.

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Who We Serve

Individuals

Individuals

Simple to complex personal tax situations.

Small Businesses

Small Businesses

Sole proprietors, LLCs, S-Corps, and partnerships.

International Clients

International Clients

U.S. expats and those with worldwide income.

Non-Profit Organizations

Non-Profit Organizations

Bookkeeping and tax compliance support.

Not Sure Where to Start?

We are happy to discuss your specific situation and recommend the right services for your needs.