Client Services

We offer tax services to our individual, fiduciary and business clients as well as to attorneys and fellow CPAs. Our clients benefit by receiving personalized quality service that is exceptional. Below we have listed the services that we offer to our clients along with a brief description. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.

Tax Services

Tax Planning

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current developments in the tax laws to minimize both your current and future tax liabilities.

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Tax Preparation

Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, C and S corporations, partnerships, LLCs, trusts and estates.

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Estate & Trust Tax Preparation

A significant amount of our practice involves the preparation of fiduciary income tax returns for trusts and estates.  We also have experience preparing estate tax returns.  We work with executors, trustees and attorneys to prepare a decedent's final income tax return as well as the required fiduciary income tax returns. 

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Other Services

Certified QuickBooks Pro Advisor ®

Debbie and Katie are Certified QuickBooks Pro Advisors ®. We can assist you with QuickBooks ® Setup, Training, Bookkeeping and Reporting for the desktop or online version. 

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