Practice Areas
We provide Services to our clients in the following areas. Please select the item you wish to examine further. Our professional staff will be happy to discuss these matters with you.
Accounting Services
Our firm provides quality accounting functions for clients who do not need full-time accountants or bookkeepers. Our clients know that experienced professionals maintain their records in an accurate and timely manner.
Financial Planning
Should you refinance your home? Should you lease or buy your automobile? Would you like to have tax-free income? With our many years of experience we can help you answer these and many other questions.
Estate Planning
We review our clients' assets and plan for an orderly transfer to their heirs in a manner that will minimize taxes (both estate and income) and will maximize the fulfillment of the clients' desires. We will help document the basis of significant assets of the estate during the lifetimes of our clients to avoid the basis problems.
Tax
We service three distinct but related areas: Planning, Preparation, and Representation.
Business Planning
We advise our business clients on the many important issues that they face every day. We base our advice on over forty-five years of experience.