Individual Tax Planning
Before you sell that investment property, stock portfolio, or send the kids off to college give us a call. We can help save you money and aggravation by planning ahead for those situations that alter your tax position.
If you have questions on your withholding, what to expect in terms of next year's tax refund, or just want to be sure that everything is OK going into next tax season, we can help. Just give us a call, and we'll be glad to talk to you.
And remember, for simple advise we generally do not charge you. Better to be prepared than to have surprises on April 15th! For more complex tax planning issues there will be a reasonable fee.
Business Services
When it comes to starting a new business or operating an established firm, good advice and solid accounting are key. We specialize in walking our business clients through the complexities of taxes and financial reporting and tailor our services to your business. As always, our fees are reasonable and we do no more (or less) work than is necessary to accurately reflect your business's position. As they say, "an ounce of prevention is worth a pound of cure", so don't just wing it alone. Give us a call instead!