Business and Individual Tax Services
You want to minimize the taxes you pay. Naturally. For that reason, we go way beyond preparing tax returns for you, proactively seeking opportunities to minimize your tax liabilities currently and in the future. We can also help you choose the right retirement plan for you and your business, which can further reduce your tax liabilities.

Business Formation Counsel
Starting a business is a big step. Choosing the correct entity type for your company is a vital first decision in successful tax planning. You’ll learn the pros and cons of each type of entity (Corporation, S-Corporation, Partnership, and Limited Liability Company). Making the right choice can significantly reduce your tax liability, keeping more money available for your business at its most critical stage. We can also assist with the formation of the company.

Estate Planning
One of the most difficult tax returns to complete is the final one. In fact, the highest tax rate could be incurred without a careful plan to transfer your assets to the next generation. Our office will work with you on that final return, and find alternative solutions to reduce the impact of the estate tax. Working in conjunction with other financial and legal professionals, we are here for you and your heirs.

Insurance
Our clients are sensitive to the increasing cost of insurance, but can’t risk being without coverage. We partner with Coaching Financial Concepts to review current or proposed life, health, disability and long term care policies to make sure you are protected at rates that won’t break your bank account.

Accounting and Bookkeeping
Your company’s financial statements paint a picture of where your company is and where it is heading. They are critical to your decision making process. We will help you ensure that you have accurate, timely information available without overspending on staff or systems, so you can focus on what is really important: running and growing your business.

QuickBooks® Setup and Training
Many small and medium sized businesses use QuickBooks as their accounting software. As Certified QuickBooks ProAdvisors, we can set up the software, train your staff to properly use it, and ensure it is functioning properly to provide you with accurate financial information. We also provide ongoing technical support if there are problems or questions.