Tax, Accounting & Consulting Services for Individuals & Small Businesses

Areas of Practice


Tax compliance

In an ever changing environment of tax law and filing requirements it's imperative to have a professional that can allow you to focus on your business, your family and the things that matter most to you.  Filings for individuals, partnerships, corporations, s-corporations, trusts, non-profits and estates. Transactions including buy/sells and like-kind exchanges.


If the time and complexity of keeping your books & handling payroll are taking away from your ability to contribute to the core function of your business let's work together to eliminate that burden and shift the focus back to what it is that you do best. Also consult us for help with accounting system/software set-up and reconciliation.

Tax planning

The fundamental approach to tax planning is to let the entirety of the economics dictate the decisions, but taxes must be considered in any transaction. Most tax consequences are inflexible once a transaction has taken place; consult with us from the beginning of the process to ensure you have all of the right information to make the best decisions.

financial statement compilation

Internal-use financial statement compilation is available. Ensure that your board of directors, owners and managers are looking at up-to-date and accurately compiled financial statements when reviewing performance and strategizing for the future.


The landscape of business is always changing. Let's chat about how your business is operated and accounted for and see what ideas may spur growth and foster innovation. Top-line (revenue) growth, cost-cutting, consolidation or out-sourcing may be right for your enterprise. Developing and discovering efficiencies can help your business thrive.

CFo for hire

Remotely or on-site; a contracted CFO provides the insights & expertise to attend to the financial aspects of your organization. Processing receivables/payables, Collections, Budget preparation, Cash-flow management, & Monthly, Quarterly, Year-End Close-Outs/Reconciliations are a sampling of the services offered.