We help our clients with their tax preparation, business planning and tax planning needs.

At tax time, we take care of your headaches. We know what forms are required for each client and prepare accurate returns for them. During the year we help calculate estimated tax payments and keep an eye out for changes in the tax code or changes in the lives of the clients that will impact our clients and their tax bill. We are available year round to answer questions and are there to make sure you aren't losing sleep over your taxes.

We help businesses at the startup get off on the right foot having the systems in place to succeed. We help them with entity selection, establishing business plans and helping them grow. We work as a trusted advisor or a not-so-silent partner to help them achieve their goals. We help existing businesses to become more profitable and become leaders in their markets. We let you focus on what is important to you, while we focus on your accounting and tax needs as we act as a trusted business advisor. We work for you and with you - we work together.

We help trustees navigate the complex tax environment and meet their fiduciary duties. We even help new trustees understand what fiduciary duties are and what they need to do to meet them.

We help private foundations plan their giving to avoid paying excess taxes and prevent the loss of useful deductions. We prepare the Form 990-PF at tax time but work with clients year round.