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Everyone has unique needs and we customize our services to make sure yours are met.  We provide transparent and accurate reports that let you see the big picture and the minute details.


We get to know what works for you and, as your life changes we are there to evolve with you. 


Our services include, but are not limited to:

  • Bill payment

  • Checkbook reconciliation

  • Deposit and Banking Services

  • Fiduciary Responsibility

  • Financial Organization

  • Income and Expense Management


We provide flexible payroll services that include managing the payroll process and preparing all necessary payroll tax returns.


We provide payroll services for small businesses, household employees such as nannies and housekeepers and in-home nursing care.


We can:

  • Register and open your new employer accounts 

  • Pay your employees and withhold all appropriate taxes

  • File monthly, quarterly or annual payroll reports and deposit withholding payments

  • Coordinate Workers’ Compensation and unemployment filing so both you and your employees are covered

  • Reconcile and file year-end and annual reports for tax purposes

  • Provide W-2’s to your salaried employees and 1099’s as needed.

Tax Returns

Every client receives individualized attention to best serve their tax needs.  Our sophisticated tax software enables us to accurately and efficiently prepare returns for individuals, trusts, estates and investment partnerships.

We combine proactive tax planning with experience and access to the most current developments in tax laws to minimizes our clients’ current and future tax liabilities.


We specialize in preparing returns for individuals with investment income and preparing the nuanced varieties of trust tax returns.

Should the need arise, we also provide representation before the IRS and other government agencies.

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