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Our Services


Individual Tax Preparation

Our firm prepares a wide variety of tax returns.  Whether it is filing your annual 1040, a gift tax return, or a trust or estate, we can help.  We specialize in multi-state tax preparation and have experience filing complex tax returns. Working with our professionals provides more value than just filing a tax return, we can be a valuable resource in developing custom tax strategies that help you reach your financial goals.


Onvio Paperless Tax Preparation

Our firm offers paperless individual tax preparation services with our Onvio Client Center that allows you to fill out your tax organizer, upload tax documents, and receive your tax returns all from your computer or smartphone.  Get the convenience of paperless tax preparation and the service of a small accounting firm.  Working with our professionals provides more value than just filing a tax return, we can be a valuable resource in developing custom tax strategies that help you reach your financial goals.

Business Tax Preparation


Our firm prepares business tax returns for a wide variety of small businesses in many different industries.  We prepare partnership, S Corporation, C Corporation, nonprofit, and retirement plan tax returns.  With continuously changing tax laws, compliance in this area can be difficult.   Working with our professionals can ensure you maximize benefits while maintaining proper compliance.

Tax Planning & Projections

Tax Planning

Our firm can help you understand your tax situation, create custom tax strategies, and plan for your future. Our professionals have experience in individual, business, trust, and estate tax planning. Whether you are just getting started, are working through a life-changing event, or looking to sell your business and retire, we can help. Working with our professional staff can help you reach financial success.

Tax Authority Representation

Tax Authority

Our professional staff has years of experience in resolving issues with the IRS and state tax authorities. Responding to tax notices can be difficult.  We can help you amend returns, set up payment plans, avoid penalties, and correct mistakes. Let us take off the stress and help you resolve your tax issues so you can get back to doing things that are important to you.

Retirement Planning

Retirement Plan

Retirement planning is an integral part of your overall tax strategy. The best way to lower your tax bill is to save for retirement. We can help guide you through this complex area and give advice related to Traditional IRAs, Roth IRAs, SEP IRAs, SIMPLE Plans, 401(k) plans, and much more. Working with our professionals can help guide you to the right option and help you reach your retirement goals.

Bookkeeping & QuickBooks Support


Our staff can provide accurate and reliable bookkeeping services that can free up your time so you can focus on running your business.  Our expertise with QuickBooks Desktop and QuickBooks Online can help save time with everyday problems or initially setting up a business.  Our goal is to create value for our clients through these services by customizing them to your business needs.

Financial Statement Preparation

Financial Statements

Our firm's financial statement services include preparations, compilations, and reviews. We can prepare financial statements monthly, quarterly, or annually that are tailored to your business needs.  Success with your business depends on timely, accurate, and useful information. Working with our firm can give you the edge that will put you on the track to success.

Payroll & Sales Tax Preparation

Payroll & Sales Tax

Our staff can help you prepare monthly, quarterly, or annual sales tax, payroll, and other miscellaneous tax reports. We can also show you how to calculate paychecks and keep proper records.  Compliance in this area can be difficult and governmental authorities impose heavy penalties.  Let us help you navigate this confusing area and ensure proper compliance.

Business Planning

Part-Time CFO

Keeping a full-time controller or Chief Financial Officer on your staff can be expensive.  Working with our firm on a monthly or quarterly basis to review financial information, prepare financial statements, and discuss issues can provide valuable insights into your business at a fraction of the cost.  Knowing that you are making sound business decisions based on accurate, reliable, and timely information will help lead your business to success.

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