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Practice Areas

Looking for an experienced tax pro? Look no further. We specialize in:
  • Individual income tax return preparation

  • Corporate and Partnership tax preparation (including LLCs)

  • Tax planning services for estates, retirement, and IRA and qualified plan distributions

  • Tax services to seniors

  • Estate, gift, and trust tax returns

  • Delinquent return assistance


Estate Planning and Administration


Save on tax burdens with efficient estate planning. We'll help you educate your family about your plans and coordinate with estate attorneys and financial planners. Our services cover gift tax planning and charitable giving strategies.

Administratively, we serve as a great resource to families that have recently experienced a death in the family. We provide a full range of accounting services. We can help educate and navigate all the tax related matters associated with estate administration. We also take great pride in providing support and stability to new widows and widowers at a challenging time following death.

Tax Preparation and Planning


Our tax preparation services are ideal for individuals, trusts, and businesses. You'll get individualized attention and the benefit of our comprehensive knowledge and experience.


Cut your future tax bills with careful tax planning. If you're frustrated by big box tax software, we can ease your way and alleviate confusion.

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Business Consulting


Your startup will go smoothly when you use our business consultation services. We can help you determine whether your business will work best as a corporation, partnership, or LLC, and we can provide budgeting and projections that are crucial for planning.

On a business to business level, we serve as a great resource to attorneys in general practice and attorneys working with estates. We can provide tax preparation services to attorneys and their clients. We can also provide assistance with administrative issues such as tax calculations for estate planning and outsourcing of probate accountings.

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