Individual Income Tax Returns
As CPAs, we prepare tax returns for individuals who have complicated financial and tax situations. All tax returns are different and yours will be unique. Our goal is to insure that your tax returns are prepared accurately and that you pay the lowest amount of taxes possible.

Corporate Income Tax Returns
Our involvement with business clients usually includes tax and profit planning for their businesses, the owner's individual income tax returns, and ongoing personal and family financial planning. We would be happy to meet with you to discuss your situation and needs.

Mergers, Acquisitions and Estate Planning for High Income Individuals
This is a highly specialized field in which we have particular expertise. During the last year, we acted as principal advisors in facilitating the following transactions:

1. The purchase of a $600,000 (revenues) company by a client in the same industry.

2. The creation of a franchise sales affiliate by a $1,000,000 (revenues) company, allowing them to quickly expand into greater geographic markets.

3. The tax-free exchange of insurance policies for a high-income individual, also enabling him to remove the value of the policy from his estate. Each of these transactions was unique, and each involved important tax planning, financial structuring, and negotiations. It is also important to know that, even when the sales transactions were consummated, we continued to be involved in our client's financial affairs.

Financial Information Center
We provide links to a virtual reference library of information about financial topics and guides for events that effect you throughout your lifetime. Topics range from tax strategy and planning for education expenses to retirement and business tax planning. Calculators are included in different planning aids sections to assist you with estimating loan payments, costs, etc. Visit our links page for more information.