Our Services

For Individuals

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 return, court and trust financial accounting, and assist with estate and trust administration.

For Businesses

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. We think outside the box. See how. Give us a call, send us an email, or stop by our office.