Serving sophisticated clients
Our specialty is to serve investors in partnerships, business partners, S corp owners, taxpayers filing multiple state returns, small businesses, and non-resident returns. We offer tax planning, retirement planning, and full financial plans.
Our Small Business Services
Budgeting and retirement Planning
- Single 401(k)
- SEP and SIMPLE IRA
- Income Tax Returns
- Operating Budget
- Taxpayer representation before the IRS
Tax Planning
- Estimated Tax Payments
- Realization of capital losses
- Retirement account funding
Income Tax Services
Scan the QR code to make a tax appointment through the Verified TurboTax Professional.