Who We Serve

From reporting of financial statements to tax preparation and planning, our professional team specializes in the needs of small-to-midsize businesses, individuals, non-profit organizations and community associations with personalized services to meet their unique and evolving needs.

Businesses

Our firm prepares Federal, State and Local Tax returns for clients across the United States and not limited to the tri-state area. Our team prepares multiple types of business returns including Corporations, Partnerships, S-Corporations, Trusts, Estates and 990s. Our business clients range from $50,000 of annual gross sales to north of $10,000,000. Each tax return goes through initial input and levels of review to ensure accuracy, completeness and tax planning for future years. Our team is available through the year for questions and discussions on past, current and future tax years and ideas for tax planning. We prefer open communication throughout the year with our clients to ensure no surprises come tax time.

Individuals

Our firm prepares Federal, State and Local Tax returns for clients across the United States and not limited to the tri-state area. Each tax return goes through initial input and levels of review to ensure accuracy, completeness and tax planning for future years. Our team is available through the year for questions and discussions on past, current and future tax years and ideas for tax planning. We prefer open communication throughout the year with our clients to ensure no surprises come tax time. Our team works with a variety of different tax situations that range from minors, to business owners to retirees and everyone in between.

Non-Profits

Our firm provides a variety of accounting and auditing services to nonprofit organizations. Our staff includes accountants who are actively involved on organizations boards and committees and are experts on these entities. Our niche also includes Uniform Guidance audits and HUD audits. In addition to the accounting services, we make ourselves available to the staff and boards for questions and guidance throughout the year, if needed. We also try to provide recommendations related to the organization’s management and planning as we see fit.

Homeowners Associations

Our firm provides a variety of accounting and auditing services to common interest realty associations. Our staff includes accountants volunteer with Community Associations Institute and are experts in this area. In addition to the accounting services, we make ourselves available to the managers and boards for questions and guidance throughout the year, if needed. We also try to provide recommendations related to the association’s management and planning as we see fit.