Welcome |
| Welcome to our website! Our mission is to serve our clients, large and small, with the highest degree of quality and efficiency, assuring that each client receives consistent, personal and professional services; to personally assist our clients in reaching their business and financial goals, minimizing their tax burdens and monetary obligations; to keep abreast of new developments in the diverse realms we serve, so we may better assist each client with the most appropriate accounting, auditing, financial and tax planning services; and to serve our clients with respect and integrity. Please call us for a free initial consultation. |
|
|
|
|
Alert: the federal estate tax (and generation skipping transfer (“GST”) taxes imposed on gifts which “skip” more than one generation) has been repealed effective January 1, 2010. Please call us to discuss your estate plan and how the repeal of these taxes may affect your estate plan. Also, stop back here often to check on whether Congress has re-enacted these taxes. |
|
|
|
|
January Update: Congress has passed and the President has signed a law allowing a monetary donation to Haiti disaster relief made by February 28th this year as an itemized deducted on a 2009 tax return. Click here for more details. If this situation applies to you, please give us support for 2010 gifts for Haiti with your 2009 tax information. |
|
| |
|
Services |
|
| Our services encompass nearly every aspect of financial life. We are experienced in all matters of accounting, auditing and taxation, IRS problem resolution, estates and trusts, business formation, financial planning and investment, real estate and business sales. |
|
| |
|
Our Firm |
|
| Our firm's reputation for providing quality service reflects the high standards we demand of ourselves. Our high standards, responsive service and specialized staff spell the difference between our firm and the rest. |
|
| |
|
Free Reports and Newsletters |
|
| Reduce your taxes... Make better business decisions... and learn how to grow your wealth by reading our Free Reports on financial strategies for business owners, individuals, and investors. You also get the latest breaking tax saving strategies in our monthly newsletter. |
|
| |
|
Tools and Resources |
|
|
Balance your checkbook, save for college, check the current tax rates, tax due dates, when you'll get your tax refund, incorporate your business, get the latest version of QuickBooks, securely send us your accounting files, or pickup a previous years tax returns. Certified QuickBooks ProAdvisor and Notary Public on site. |
| |
|
