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.
QuickBooks Online Consulting
We recommend that our clients use QuickBooks Online for accounting. Our staff provides support services tailored to meet your needs with full service or
periodic oversight of your database. Our firm has experience in both the desktop and online versions and will assist with setup and training as well.
We provide multiple levels of assurance services in accordance with professional standards, including preparation, compilation and reviews to meet your financial statement needs. We also provide fiduciary accounting
reports for trusts.
Estate & Trust Tax Preparation
Our partners are experienced in U.S. estate and gift tax to offer you planning advice and coordinate with your estate attorney to draft and interpret documents. We prepare Form 706 U.S. Estate Tax Returns, Form 709 U.S. Gift Tax Returns, and Forms 1041 U.S. Income Tax Returns for Estates and Trusts.
Tax Planning & Preparation
We offer proactive tax planning services to prepare clients for year-end tax preparation and take advantage of available tax provisions. Our firm is experienced with complex individual and business income tax returns.