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Client Services

Our firm offers a wide range of services to our individual and business clients. Our extensive experience and knowledge of tax law greatly benefits our clients, all of whom receive personalized, quality service that is beyond comparison. 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. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.
(Click Service Title For Details)
Representation Before The IRS International Taxation
Estate & Trust Tax Preparation Tax Planning
Tax Preparation Tax Preparation Plus Planning
Sales Tax Services Payroll Services
Accounting Services Bookkeeping/Write-Up
Financial Statements

Representation Before the IRS
Our representatives have in excess of 30 years’ experience representing clients in their dealings with the IRS. We have established extraordinarily good working relationships with most of our local IRS officials and are frequently able to resolve problems that other representatives would find insoluble.
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International Taxation
Our experience with the taxation of U.S residents working abroad and foreign citizens working in the U.S. has provided us with an extensive base of knowledge in the area of international taxation. Perhaps no other area requires as much trust between a client and his tax preparer and planner. We’re proud to say that we have that relationship with every one of our international clients.
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Estate & Trust Tax Preparation
Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order for your future and that of your heirs.
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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 up-to-date new developments in the tax laws to minimize both your current and future tax liabilities. Additionally, tax planning is a vital building block of future wealth.
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Tax Preparation
Our significant investment in computerized tax preparation and research software dovetails smoothly with our own experience and expertise and enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations. The emphasis is on aggressive, yet fully defensible, tax preparation that enables our clients to retain as much of their own income as possible.
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Tax Preparation Plus Planning
Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you’re an individual, a multi-tiered partnership, or any other type of business entity, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.
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Sales Tax Services
Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns efficiently and in a timely manner.
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Payroll Services
As a business grows, it must hire more employees, resulting in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.
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Accounting Services
Processing a client’s financial data, then getting it to him or her in a timely and accurate manner, is a commitment we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently every day. Our firm provides a full range of cost-effective accounting services including the following:•General ledger & financial statement preparation

•Bookkeeping (Monthly/Quarterly/Annual)

•Accounting system setup for new businesses

•Computerized payroll services

•Business tax return preparation (Sales & Use/Business Property)

•Personal financial statements

•Litigation support

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Bookkeeping/Write-Up
You may bring your bookkeeping data to us regardless of the shape it’s in — from shoe boxes full of receipts and canceled checks to CDs generated from computer programs. Our bookkeeping department organizes your raw data, enters it into the program our accounting department has designed for you, and we’ll either do all your data entry from that point on or teach you to do it yourself.The accounting department also performs ongoing accuracy checks, prepares monthly and quarterly financial statements, and produces year-end journal entries.
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Financial Statements
We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management when making financial decisions.
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