Individual Services

Accounting Services

• Financial Budgeting
• Financial Forecasting
• Financial Statements Preparation & Analysis

Tax Services

• Income Tax Preparation & Filing
• Amending Prior Tax Returns
• IRS Resolution & Audit Support
• IRS Payment Plan
• Federal & State Correspondence
• Tax Planning and Projecting
• Electronic Filing
• Tax Credits
• Nanny Tax: Issuing Tax Documents

Consulting & Advisory Services

• Self-Employment Consulting
• Start-up Consulting
• Business Plan Development
• New Business Formation & Incorporation

 Insurance Referrals

• Health Insurance
• Health Savings Accounts
• Auto Insurance
• Homeowner’s Insurance
• Renter’s Insurance