Services
Large enough to serve your needs, small enough to know your file. We tailor our advice to your specific situation and treat every client like one who matters.
Federal and state returns for individuals, families, and small businesses — every allowable deduction and credit claimed. Effective planning also means understanding the tax impact of major decisions before they're made, so you act at the most advantageous time.
From routine notices to full audit representation, we advocate on your behalf. Two decades of experience with IRS procedures ensures your rights as a taxpayer are protected and you pay only the minimum allowed by law.
Back taxes owed, Offer in Compromise, currently-not-collectible status, penalty and interest abatement, injured spouse relief, and unfiled returns. Enrolled Agent representation in all 50 states.
Structuring your estate or trust to minimize tax liability, IRS gift reporting, and preparing final returns for a decedent and associated trusts — so you can focus on your family during a difficult transition.
Financial reviews that keep your company in compliance, support financing, and reveal opportunities to strengthen internal controls — completed efficiently, without disrupting operations.