Tax Services

Our tax services are generally divided into three areas, as described below. These services cover both individual and business taxes.

  • Tax Preparation
  • Tax Planning
  • Tax Problems
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Small Businesses & Professionals

  • Small Business Accounting
  • Quickbooks Services
  • Payroll
  • Part-Time CFO Services
  • Compilations
  • Cash Flow Management
  • Bank Financing
  • New Business Formation
  • Non-Profit Organizations
  • Internal Controls
  • Retirement Plans
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Estates & Trusts

Working with Estates & Trusts requires specific knowledge and we are well-equipped to assist you.

  • Probate & Trust Accounting
  • Fiduciary Income Tax Returns
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Horse Farms & Other Agricultural Businesses

Home owner and farmers face a number of specialized questions while managing their taxes and related issues and our experience in this specialized field will answer them.

  • Tax Solutions for Horse Owners
  • Conservation Easements
  • Farm/Timber Operations
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Personal Financial Planning

While our firm’s main focus is on accounting and taxes, we also assist our clients on other aspects of their financial lives.

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