consulting services


We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

Choosing the form of entity of your business (e.g. “S” corporation, sole proprietor, limited liability company) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company’s day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.

Even the most qualified managers can benefit from competent, objective feedback. We can help your company’s management team develop long-term objectives and specific strategies to facilitate your business’ future growth and success.

We have 200+ clients using QuickBooks. Our firm can assist you with choosing the right accounting and payroll software/service. We help onboard clients with those services: Obtain EIN, wage withholding and unemployment account numbers. Choice of payroll: Gusto, Paychex, ADP, et al. We work with controllers to format financial data into useful/meaningful reporting.

tax services


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 new developments in the tax laws to minimize both your current and future tax liabilities.

other services


We prepare forms 1040, 11205, 1065, FinCen114, and others with careful attention to tax law compliance. With years of experience and thousands of returns prepared, we excel in accuracy and efficiency. We include advisory services in all tax preparation maintenance packages and focus on serving the closely-held business owner.

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