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Individuals

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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Bookkeeping

Complete bookkeeping services for small businesses.

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Tax Planning

Long term, annual and mid-year tax planning and tax forecasting services.

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Financial Statements

Monthly, quarterly and year-end Balance sheet and Operating Statements are prepared accurately and timely for a broad range of small business clients.

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Payroll Services

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NEWSLETTERS

Client Update Newsletter: September 2023

With interest rates continuing to increase, what could be better than making a purchase with 0% interest? In reality, financing a purchase with a 0% interest rate may be more trouble than it’s worth, as we explain in this month’s newsletter.Also discover the hidden tax benefits of owning a home, how students and teachers can sharpen their AI toolkit for the upcoming school year, and where you can find a savings account with a great interest rate.As always, please pass this newsletter to anyone who may find it valuable and call if you have any questions or concerns. Read more

Client Update Newsletter: August 2023

Preventing unwanted tax surprises starts with proper planning. And there’s no better time than now to begin looking at how you can cut next year’s tax bill. In this month’s newsletter, we’ve included several situations when it makes sense to schedule a tax review so you can try and avoid a future tax surprise.Also read about several ideas for mastering your credit card, tips to lower the cost of your auto insurance, and how you can become a better problem solver.As always, please feel free to pass this newsletter to anyone who may find it valuable and call if you have any questions or concerns. Read more

Client Update Newsletter: July 2023

As the temperatures reach the highs that come with summer, so too is the peak impact of inflation. As in past months, topics continue to focus on ways to fight these trends.One of the topics covered is the ever increasing property tax burden and how to increase the odds of getting yours lowered. There is also an article discussing the impact of the increasing federal interest rate and what it means to you. Plus an interesting read for small business owners to help identify and plan for unexpected expenses.But this month is lead off with answers to common tax questions. Included here are five of the most common including whether those free airline miles on credit cards are taxable or not.As always, please feel free to pass this newsletter to anyone who may find it valuable and call if you have any questions or concerns. Read more

Client Update Newsletter: June 2023

Summertime offers unique tax and money saving opportunities for the whole family.In this month’s newsletter, find out how day camps for your kids may be tax deductible, if you know the rules! And summer is a time when household expenses creep up, so there is an article identifying common causes and ideas on how to manage the extra expense.Also read about shielding your emergency fund from inflation and why you should always turn to a trusted tax professional if you receive a letter from the IRS. Read more

Client Update Newsletter: May 2023

It's never too early to start thinking about cutting next year's tax bill. In this month's newsletter, read about several ideas to help lower your 2023 tax obligation. And speaking of taxes, summer work often introduces several tax wrinkles that hit young workers and seasonal workers alike. So included this month are some hints to address taxes and summer employment.Spring is also graduation season! In addition to all those congratulation cards, why not spend a minute reviewing some classic money basics. It's a great review for both the newly graduated and for the rest of us as a reminder of how we can make our financial lives run a bit more smoothly.Finally, there's a word or two about managing cash for your business and how the concept of separation of duties is a classic way to head off any problems.As always, feel free to pass this information on to anyone that may find … Read more

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