Tax Services for Individuals

There are many software products on the market to prepare taxes. Software can never take the place of  tax advice and careful planning.  We look for every allowable deduction our clients can use and work with you to make sure your tax liability is the lowest possible. Should an issue arise, we are there to support and back-up your return.

We can assist in helping you plan as your life changes. From newly weds, planning for college expenses and retirement, when you work with us, you have a financial partner in your corner – you just can’t get that from software.

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  • Bookkeeping
  • Monthly, Quarterly, Semi-Annual and Annual Reporting
  • Bank Reconciliation
  • Balance Sheet
  • Profit and Loss Statements
  • General Ledger
  • Financial Statement Preparation


  • Accounting and Bookkeeping for Non-profit Organizations
  • Form 990 Preparation
  • Financial Statement Preparation
  • Fixed Fee Services
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