Services

Trust & Estate Solutions

“Trustees and executors have an important responsibility and legal obligation to carry out their fiduciary duties on behalf of the trust or estate in good faith. These duties include seeing that the trust is carrying out the directions of the trust document. The trustee also has a duty to keep accurate accounting records of the […]

Services

Business Solutions

We Offer an All-Star Team of Services for Your Business:   Business Tax Return Preparation (all entity types, all states). Bookkeeping and Write Up Services Payroll Processing In-House or we Manage Your Gusto Online Payroll Account . Business Start-Up Consulting and Formation Services. Compliance and Local and State Filings. Year-Round Availability for Consulting.

Services

Personal Solutions

Income Tax Preparation and Planning for Individuals Professional Tax Preparation and Tax Planning for Individuals We prepare simple to complex individual income tax returns and provide income tax planning and year-round support. We provide services to a diverse client base in various industries such as software and technology, real estate, entertainment, construction, legal and professional […]