Services

• Federal and State Income Tax preparation
• Estate and Trust Preparation*
• Business Tax Preparation
• Penalty Abatement and Tax Resolution*

Services tailored to clients needs and goals, including:

• Advanced Tax planning and Withholding analysis
• Bespoke coaching and advisory services for improving operations, controls, and documentation
• Cyber Security review and implementation
• QuickBooks Online Services and Support
• Tax Advantaged Investment Strategies and Tax Loss Harvesting*

*May include referrals to other professionals