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Services

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Specializing in small business clients in various industries, including manufacturing, retail, restaurants, professional and personal services and construction as well as sole-proprietors and individuals from all walks of life. 

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Tax Services
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  • Tax preparation - business, individual, estate, gift, trust, & non-profit

  • Tax planning

  • Tax resolution services

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Services for individuals
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  • Personal financial planning

  • Estate planning

  • Conservatorships

  • Trustee

Open For Business
Business Services
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  • New business formation

  • Small business accounting & bookkeeping

  • QuickBooks services

    • Setup and training​

    • QuickBooks Online

    • Oversight

  • Payroll

  • Cash flow management

  • Non-profit organizations

  • Bank financing

  • Business valuations

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Litigation Support
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  • Business dissolutions

  • Shareholder / partner disputes

  • Divorce

  • Expert witness testimony

  • Lost wages / wrongful discharge

  • Forensic accounting

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