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Learn More About Our Services

Tax Preparation Services


A core specialty is the preparation of tax returns for individual taxpayers. Over the years literally 1000's of Federal and State returns have been prepared and filed. We offer a full review of past year's returns just to ensure that prior years have been correctly filed. Reviewing a prior year's return is also necessary because, frequently there is information that must be carried forward to the current year's return.

Business Tax Returns

Small business tax return preparation and filing instructions is a core service offered to our clients. Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership or Sole Proprietor a properly prepared tax return can be filed to minimize the tax owed. Over the years, 100's of small business Federal and State tax returns have been prepared for both service and manufacturing company clients. A review of prior year's returns is also important and necessary in order to prepare a current year's return. For most business returns there is information that must be carried forward from one year to the next, otherwise a proper return cannot be completed.

When coming for your business tax preparation, please be sure that at least one, and preferably 3, year's of tax returns are available.

Clergy Returns

Churches and clergy have unique situations that must be handled correctly or will be completely disallowed by the IRS. We have the expertise to help your institution correctly setup payroll, tax withholding, housing allowances, etc., and be sure that the IRS will look favorably on you. 

Considering opting out of Social Security? Give us a call and let's talk about it first. Be sure you understand all the facts before making a lifelong decision.

Financial Services

Financial Planning

Whether planning for retirement or for a child's college education, financial planning is the cornerstone for meeting your goal. We help individual and business clients with a full array of planning tools. Our planning also incorporates tax and estate planning.

Tax Planning

Laws change constantly and their impact of personal and business taxes can be significant.Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, we can alert you to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

Check out our video for the 2017 tax season.


TaxVid 2017 Business Tax Highlights Thumbnail

Accounting Services


Timely, efficient bookkeeping services are available for businesses of all sizes. Computerized accounts are prepared, saved and presented for client review on a quarterly, monthly, and/or annual basis. Budgeting and forecasting support are also available. 

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost-effective accounting services including the following:

  • General ledger & financial statement preparation
  • Bookkeeping (Monthly/Quarterly/Annual)
  • Accounting system setup for new businesses
  • Computerized payroll services
  • Business tax return preparation (Sales & Use/Business Property)

Financial Statements

Financial Statement preparation for small business clients is a long-standing service of this firm. Depending on the client's needs, monthly, quarterly and year-end balance sheet and detailed operating statements can be prepared and analyzed on a timely basis. The state-of-the-art accounting software used in our office can provide helpful comparisons and calculations for effective, practical business analysis.

Payroll Services

Total payroll services for small business clients have been provided for many years. Services include: Set up and maintenance of all records, time card tabulations, withholdings of tax and benefit contributions, quarterly and annual Federal and State tax filings, issuance of checks and preparation of all W-2's and 1099 forms. Depending on the size of the company, one objective will be to teach the owner how to save money by learning most aspects of the payroll process.

Other Services

Business Consulting

It never hurts to get a "second opinion" of the status of your business life. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. We can act as a sounding board for management and provide comprehensive, flexible strategies that address the issues affecting your business.

Business Entity Selection

Confused about what type of business should you be? S-Corporation, Sole Proprietor, LLC (Limited Liability Company), Partnership - choosing the form of entity of your business is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company. Your attorney can give you the legal implications; we can provide the tax implications of your choice of entitiy.

Contact us for a consultation before you start your new business.

Already made a mistake? We can help you correct it as well.

Business Valuations

We specialize in a multi-dimensional approach to valuing small business for purchase or sale. We also value businesses for buy-sell agreements and for insurance purposes.

IRS Representation

One of the scariest things in life is a letter from the IRS. We can relieve you anxiety and frustration. Our years of experience dealing with many taxing authorities gives confidence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

If you have received a letter from the IRS, it is important to have a qualified tax professional contact the IRS on your behalf. Only an Enrolled Agent can effectively represent you through the various steps of response and appeal with the IRS. Don't hesitate to contact us for this important service.

Send Us a Message

We would love to hear from you!

540-923-2378 Fax: 727-233-0683

Get clarity on your tax and accounting situation

Call 540-923-2378