We offer a wide array of services and our experienced, knowledgeable CPA’s and staff are here to assist you with your tax and financial needs year round. If you do not see the service you need listed, please contact us to discuss.

We offer Individual, Corporate, Partnership, Trust, Estate, Not-for-Profit, and Government Entity Services.


Tax Preparation

  • Federal
  • State
  • Local

Tax Planning

  • Single or Multiple Transaction Analysis
  • Quarterly Estimated Tax Payments
  • Semi-Annual or Annual Estimated Tax Computations

Tax Issues

  • IRS Audit Representation
  • Non-Filed Tax Returns
  • Payroll Tax Issues
  • IRS Liens, Levies, Wage Garnishment, Seizures
  • Offer In Compromise
  • IRS Installment Agreements
  • Innocent Spouse Relief

Auditing & Accounting

Financial Statements Preparation

  • Audited
  • Reviewed
  • Compiled
  • Statement of Financial Condition

Small Business Accounting


Quickbooks Services

  • Setup
  • Training
  • Troubleshooting

Business & Individual Consulting

Internal Controls

New Business Formation

Strategic Business Planning

Succession Planning

Merger & Acquisition Support

Valuations of Intangibles

Financial Assets & Liabilities

Cash Flow Modeling

Not-For-Profit Organizations

Bank Financing

Part-time CFO Services

Personal Financial Services

Estate Planning

Elder Care

Call (281) 585-8894 to learn more.