Our Services

  • Income Tax Preparation and Planning – We prepare individual federal and state income tax returns, both resident and non-resident. We work hard to find tax-saving opportunities that benefit you.

    Estates, Trusts and Gift Taxes – We prepare fiduciary income tax returns, gift and estate tax returns, court and trust financial accounting, and assist with estate and trust administration.

    Concierge Services - We can reconcile your bank statements, pay your bills, help you develop a budget, and keep your finances neat and tidy. When tax season rolls around, all of your tax information will be buttoned up and perfectly organized.

  • We offer a full range of consulting and bookkeeping services. From managing daily, monthly, quarterly, and annual transactions, to offering high-level guidance and planning, we can provide a service to help you.

    We specialize in small- to medium-sized business development and tax preparation. This includes sole proprietorships, partnerships - both general and limited liability, corporations, and s-corporations. Our team can work with you regardless of your company’s age - from start-up to fully-developed.

    We can help with strategic planning, business development, and finding solutions to critical business challenges. Whether you’re a winemaker or a wealth advisor, your passion is what you do. It’s what gets you up in the morning. By letting us help you, you’re free to focus on what you do best and at the same time, let us do what we do best. Let‘s grow our passions together.

  • Our nonprofit tax team prepares tax returns for public charities, membership organizations, community foundations, and social service organizations. We can help you successfully navigate the increasingly complicated exempt organization tax structure.

    Our nonprofit team is composed of former auditors experienced in auditing nonprofit organizations. As a result, we have a well-developed idea of what auditors look for. We can work with your organization to reconcile accounts at year-end, make adjustments, ensure proper treatment of complex accounting issues, and facilitate the relationship between the auditor and your staff.

    We can also function as your organization’s external bookkeeper by managing cash and investment reconciliations, payroll administration, accounts payable, accounts receivable, online banking, reporting, and all other general bookkeeping functions.

We think outside the box. See how. Give us a call, send us an email, or stop by our office. We'd love to grab a cup of coffee with you and talk.

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