Tax Services, Financial Consulting & Investment Advice

Our financial expertise encompasses a wide range of companies needing tax services and advice. We utilize our 4 decades of experience to help with preparation, applications, audits, and more. Our friendly experts always go above and beyond to provide reliable tax solutions. Following are the tax services we offer.

Tax Services

Preparation services for individual and business entity returns (including partnerships, corporations, and trusts)
Not-for-profit (Form 990) preparation and application for not-for-profit status (Package 1023 and 1024) preparation
Other tax consulting and planning services
IRS audit representation; structured payment plan and OIC services
Estate planning services around taxation issues

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