Tax legislation and the financial landscape changes often.  Expertise is one of our core values Рknowledge of the implications of new law changes and how they affect you are a key factor in bringing tangible financial benefits to our clients.  Year round planning is how we realize your goals.  Transaction structuring, a holistic view on your life and needs, and a focus on long-term implications are how we deliver outstanding service.


  • Federal and State Income tax preparation, electronic filing, electronic delivery and signing
  • Tax Planning and Estimate Calculation
  • Real Estate transactions
  • Business purchases and sales
  • Investments
  • Timing of Income and Deductions
  • Bankruptcy
  • Divorce
  • Education Funding
  • Financial Planning
  • Retirement Planning
  • Estate Planning and settlement
  • IRS and State Controversy Representation – Examination and Collection Issues
  • Residency Determination

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