Services

If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further.  Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

Services for Individuals/Families

We offer a variety of services for individuals/families:

  • Tax planning and preparation
  • Personal, partnership and trust accounting
  • Bill Paying
  • Administrative Assistance
  • IRS resolution and audit support

Agent for Trustee Services

We provide the following Agent for Trustee Services:

  • Fiduciary Accounting
  • Trust Tax Return Preparation
  • Beneficiary distributions
  • Bookkeeping
  • Document Management & Record keeping
  • Expense Management
  • Bill paying
  • Communications Assistance
  • Payroll Services
  • Administrative Services

Call today to schedule an appointment!