Tax Preparation and Filing

Our tax preparation and filing services take the stress out of tax season by ensuring your returns are accurate, compliant, and optimized for maximum savings. We carefully analyze your financial information, apply all eligible credits and deductions, and file your returns promptly. Whether you’re an individual or a business, we provide meticulous, reliable support so you can feel confident your taxes are handled correctly the first time.

Tax Planning and Strategy

Effective tax planning goes beyond filing; it’s about designing a long-term strategy that minimizes your tax burden and supports your financial goals. We work closely with you throughout the year to identify proactive opportunities, optimize your structure, and keep you ahead of tax law changes. Our strategic approach ensures you keep more of what you earn while building a stronger financial future.

Sales Tax

Navigating sales tax regulations can be complex, especially with constantly changing state and local requirements. We provide comprehensive sales tax services, including registration, calculation, reporting, and compliance management. Whether you operate in one jurisdiction or multiple states, we ensure accurate filings and help you avoid costly penalties or oversights.

IRS Problem Resolution

If you’re facing IRS issues, audits, notices, or back taxes, we’re here to help you regain peace of mind. Our IRS problem resolution services include investigating your case, communicating directly with the IRS on your behalf, and negotiating the best possible outcome. From installment agreements to penalty relief, we guide you through every step with clarity and professionalism.

Tax Consulting and Advisory

Our tax consulting and advisory services provide expert insights to help you make informed financial decisions. We analyze your situation, assess risks and opportunities, and offer tailored guidance for both individuals and businesses. Whether you're planning major investments, organizational changes, or long-term growth, we deliver strategic tax advice that aligns with your goals.

Financial Statement Audit

Our financial statement audits provide an independent, thorough evaluation of your financial records to ensure accuracy, transparency, and compliance with applicable accounting standards. We deliver clear insights into your financial health, strengthen stakeholder confidence, and help identify opportunities to enhance financial reporting and internal processes. Our audit approach is efficient, risk-focused, and tailored to the unique needs of your organization.

Review

A financial review offers a limited assurance engagement designed to validate the reasonableness of your financial statements without the extensive procedures of a full audit. Through analytical procedures and inquiries, we provide a professional assessment that enhances the credibility of your financial information. Reviews are ideal for businesses seeking assurance for lenders, investors, or internal decision-making.

Compilation

Our compilation services help you organize and present financial information clearly and professionally, without requiring assurance or verification. We take your existing data and prepare financial statements in accordance with accounting standards, ensuring they are formatted accurately and consistently. Compilations are an excellent solution for businesses that need reliable financial reporting for internal use or external stakeholders.

Internal Controls

Strong internal controls are essential for safeguarding assets, reducing risk, and supporting reliable financial reporting. We evaluate your current control environment, identify potential weaknesses, and provide practical, actionable recommendations to strengthen your systems. Our internal control services help enhance efficiency, prevent fraud, and ensure compliance with regulatory requirements.

Forensic Accounting

Our forensic accounting services uncover and analyze financial irregularities, fraud, or discrepancies with precision and discretion. Whether you need support during legal disputes, fraud investigations, or internal reviews, we apply specialized investigative techniques to trace transactions and provide clear, evidence-based findings. We help you resolve complex financial issues and protect your organization’s integrity.

Bookkeeping

Our bookkeeping services keep your financial records accurate, organized, and up‑to‑date. We manage daily transactions, reconcile accounts, and maintain clear financial documentation, giving you reliable data to run your business confidently. With consistent, precise bookkeeping, you gain visibility into your cash flow and can make informed decisions throughout the year.

Payroll

Our payroll services ensure your employees are paid accurately and on time while keeping you compliant with federal, state, and local regulations. We handle wage calculations, tax withholdings, direct deposits, and payroll filings, reducing administrative burdens and minimizing errors. With our support, you can focus on your business while we manage the details.

QuickBooks Services

We provide expert QuickBooks setup, training, and ongoing support to ensure you get the most out of your accounting software. Whether you’re switching platforms, need customized reporting, or want help maintaining your books in QuickBooks, we streamline your processes and improve efficiency. Our guidance helps you maximize automation and maintain clean, compliant records.

Consulting

Our consulting services give you professional insight into improving your financial processes, maximizing efficiency, and strengthening your overall financial operations. Whether you’re refining systems, evaluating costs, or implementing new financial tools, we provide strategic guidance tailored to your goals. We help you create strong foundations for growth and long-term stability.

Financial Advisory

We offer comprehensive financial advisory services designed to help you make smart, strategic decisions for the future. From budgeting and forecasting to long-term financial planning, we help you evaluate opportunities, manage risk, and align your finances with your business or personal objectives. Our advisory approach empowers you with clarity and direction at every stage.

Property & Casualty Insurance

Our Property & Casualty insurance services help protect your assets, operations, and financial well‑being from unexpected losses. Whether you’re safeguarding a home, business, or investment property, we provide coverage options tailored to your specific risks. From liability protection to coverage for physical damage, our goal is to ensure you have the security and peace of mind you need in every situation.

Types of Property & Casualty Insurance:

Homeowners Insurance

Renters Insurance

Landlord / Investment Property Insurance

Commercial Property Insurance

Business Owners Policy (BOP)

General Liability Insurance

Commercial Auto Insurance

Workers’ Compensation Insurance

Professional Liability (E&O)

Cyber Liability Insurance

Umbrella Insurance

Life, Accident & Health Insurance

Our Life, Accident & Health insurance solutions are designed to protect you and your loved ones from life’s uncertainties. We help you select the right coverage to support your family, secure future income, and ensure access to quality healthcare. Whether you're planning for long-term stability or seeking essential day‑to‑day protection, we offer personalized options to meet your goals.

Types of Life, Accident & Health Insurance:

Term Life Insurance

Whole Life Insurance

Universal Life Insurance

Final Expense Insurance

Accident Insurance

Disability Insurance

Health Insurance (Individual & Family Plans)

Group Health Plans for Businesses

Dental & Vision Insurance

Long‑Term Care Insurance

Medicare Supplement & Advantage Plans