Since our background is public accounting, we prepare tax returns for many of
our investment advisory and financial planning, small business clients. This includes income tax planning and preparation, sales and use tax compliance, assistance with payroll and other taxpayer needs. Or we'll pass the information along, and assist attorneys and other accountants of the client's choice.

In today's world of increased regulatory oversight and need for independence,
the executives of public companies are often unable to engage their employers' auditors for tax work. We offer an alternative choice with competitive value and willingness to work with our clients' HR departments and other accountants.