Welcome to confidential, reliable, individual service

Day in and day out, your tax accountant can make or lose you more money than any single person in your life, with the possible exception of your kids. – Harvey Mackay

 

Our Services

We provide services related to taxation: 

Tax Payer Representation, Tax Preparation (compliance), Tax planning for individuals, partnerships, trusts and estates.

 

 

What distinguishes us is Specialization

 

Tax laws and administration change constantly.  Rather than dilute our attention by selling products, we specialize in Taxation -- individuals, partnerships, small busineses, trusts and estates.

 

We really listen to you to learn about your unique situation.  In this way, we can select the parts of the federal and state income tax that apply to you and minimize your taxes.

 

Although we have credentials in investments and auditing, our passion is in being an advocate for the individual tax payer.  We chose not to offer accounting, payroll, business services, insurance or investments. 

 

About the practice

 

We do Tax Repair (back taxes, liens, levys, collection issues, response to letters).  In addition, we prepare current year taxes for individuals, families, partnerships and small buinesses.  The Tax Planning services include analysis, consultation and discovery for pre-divorce, pre-marital and other major life events.