Tax and Planning services for individuals and businesses Contact us today!

We are a full-service tax and wealth strategy firm that will provide you with high-quality, professional service with a personal touch.

Our strength lies in our ability to provide you with year-round planning for your tax, financial and business affairs. We will serve as your business and financial guide to assist you with the following:

  • Paying the lowest taxes possible
  • Satisfying recordkeeping and report filing requirements
  • Solving business problems
  • Using financial reports to make sound business decisions
  • Achieving maximum profit from your business venture
  • Planning your estate to achieve your wishes and to reduce tax costs

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Tax and Wealth Strategy Services

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Family Office Services

If you’re like most Americans, when it comes to financial services, you’re acting as your own “general contractor.” You’ve found a group of professionals, including us, who you can trust with your core financial needs: accounting, tax preparation, tax pla

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Tax returns and filing instructions have been prepared for 1000's of individual clients each year.

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Business Tax Returns

A variety of small business tax returns are prepared each year.

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December 2021

To help celebrate this holiday season and momentarily forget about potential supply shortage frustrations you may encounter while shopping, this month’s newsletter features a fun quiz about toy crazes from the past. This fun trip down memory lane is sure to be a crowd pleaser!Also read about recent tax court cases that have great tax messages for all of us, five great money tips, and ideas to help your business prepare for surprise expenses.Please call if you would like to discuss how this information could impact your situation. If you know someone who could benefit from this newsletter, feel free to send it to them. Read more

Gobble Gobble

Four hundred years ago, a group of 50 pilgrims sat down with 100 Wampanoag guests for a three-day feast that we now celebrate as the first Thanksgiving. It was a mostly young, mostly male group that survived the colony's harsh initial year in New England. The menu featured venison and shellfish — while Governor William Bradford reported sending four men "fowling" to stock up for the meal, there's no evidence actual turkeys ever made it to the table. There were no potatoes or pumpkin pie, and Thanksgiving football didn't appear on TV until 1953. (The Lions actually beat the Packers!) Today, Thanksgiving marks the "official" start of the winter holiday season. But the real action kicks off later that weekend with Black Friday, Small Business Saturday, and Cyber Monday. (Although, the peculiar thing about that holiday is, there's no Charlie Brown Black Friday special. Can you really call it a "holiday" if there isn't a Charlie Brown special?) Millions of bleary-eyed shoppers will suit up early and brave the predawn traffic to line up outside their favorite big-box store to compete for doorbuster specials. With any luck, they'll avoid those occasional Black Friday riots! You're probably not thinking about taxes when you hit your local outlet mall to load up your sleigh with presents. (This year, you're probably worried the gifts you want are stuck on one of those container ships you've seen anchored just off Los Angeles!) But read on, and you'll see why tax collectors across the country get excited about Black Friday, too. The term "Black Friday" refers to the day when retailers see their books move from red (losses) to black (gains). The National Retail Federation estimates that holiday sales should hit $850 billion for 2021, or about 10% above last year. Holiday sales typically make up about 19% of the total for the year. Retailers will hire between 500,000 and 665,000 seasonal workers this year, assuming they can find enough people to work! Love it or hate it, Black Friday has become as important a part of the holiday weekend as carving the turkey and finding the wishbone. Naturally, the bargain hunters at the IRS are delighted to see retailers making all that money. If there isn't any income, there won't be any taxes to pay. Uncle Sam also collects income and payroll taxes on everyone involved in moving your presents from those container ships to warehouses to retailers to their final destination under your tree. Higher wages this year should mean even higher collections, too — a welcome development after nearly two years of pandemic-fueled disruptions. State and local governments love Black Friday, too. States collect their own share of income taxes on those earnings. Sales tax revenues typically spike at the end of the year, too. That means places like Texas and Florida that don't levy income taxes get to join the celebration, too — even if we all know it's a big commercial racket. ("It's run by a big eastern syndicate, you know.") Speaking of Black Friday, did you know the IRS offers a "Black Friday" sale on tax bills? Well, not really . . . but proactive planning lets many of our clients save huge amounts on their taxes! If you're willing to wake up early and fight the crowds instead of enjoying leftover turkey, then why wouldn't you be willing to call us to save even more! Read more

November 2021

Time is running out to minimize your tax obligation before the end of the year! This month’s newsletter features several tax moves to consider making by December 31st to lessen the amount of money you owe the IRS.Review the Social Security benefits and their recent changes, plus learn about the greatest, unreported theft in America - and you are a victim! All this and ideas for your business are outlined in this month's newsletter.Please call if you would like to discuss how this information could impact your situation. If you know someone who could benefit from this newsletter, feel free to send it to them. Read more

October 2021

With the 2021 tax filing season just a few months away from starting, the IRS is warning taxpayers to be on the lookout for signs that your identity has been stolen. This month’s newsletter alerts you to some of the common signs of identity theft and what you can do if you discover that you’re an identity theft victim.Also in this month’s edition, learn about a bank secret that can be yours, tips for dealing with common accounts payable problems in your business, and the story of a Tweet worth $2.9 million!Please call if you would like to discuss how this information could impact your situation. If you know someone who could benefit from this newsletter, feel free to send it to them. Read more

September 2021

With a little over four months remaining until you can begin filing your 2021 tax return, now’s the time to kick your tax planning into high gear.Also read about several tips to protect your property BEFORE thieves arrive, how to give your business a financial check-up, and becoming aware that inflation is with us and what you can do about it.Please call if you would like to discuss how this information could impact your situation. If you know someone who could benefit from this newsletter, feel free to send it to them. Read more