Accounting

We provide accounting services to individuals, partnerships, and small business corporations. Accounting services are provided on a continuous basis throughout the tax year. Accounting is an integral part of record keeping, maintaining source documents, and financial statement preparation. 

Bookkeeping and Payroll

Payroll is usually one of the largest operating expenses a company has. Employers must maintain accurate payroll records for three reasons. First, the company must keep accurate records because wages and salaries are income tax deductions for the employer.  Second, data must be collected in order to compute earnings for each employee for each payroll period.  Third, information must be provided to complete federal and state payroll reports that employers are required by law to keep.  

Business Plans

The business plan represents your company on paper. If you are starting a new business, your business plan makes the first impression on loan officers, possible contributors, and others who you want to impress. A business plan should be professional, clear, and attractive to the eye.

Tax Research

We provide tax research for IRS examinations and preparation for IRS Tax Court cases. As Enrolled Agents, we consistently attend courses for continuing professional education and receive tax updates on a daily basis.

Tax Consultations

Tax consultation is the first step to providing clients with the correct information for preparing and filing tax returns and solving tax issues. Tax consultation is provided to all new and former clients on a continuous basis.

Tax Preparation

We are Enrolled Agents and authorized e-filers for the Internal Revenue Service. As Tax Accountants with twenty eight years of experience and former Internal Revenue Service Agents, we educate our clients keeping them informed on tax law issues. As educators, we pride ourselves on tax research and continuing professional education. We provide tax preparation for individuals, sole proprietors, small business corporations, partnerships, fiduciaries, trusts and estates, and exempt organizations.

Tax Resolution and Representative

We pride ourselves in our ability to assist our clients with existing tax issues. Our services include; attending IRS Examinations and Audits, penalty abatements, mediations and arbitrations, offers in compromise, and representing clients at the IRS Tax Courts.

Preparation of Wills

The will, like other estate planning documents, must follow very strict requirements regarding signatures, witness to signatures, and in some cases notarization to be considered a valid court document.  When preparing this document, there should be an understanding of the parts of a will (including the placement of signature line for the testator and witnesses) and how they are incorporated into the document, so that the document is both legally correct in structure and consistent with the client's estate planning goals. Have a valid, up-to-date will. Consider a living trust. Carefully review the beneficiaries of your life insurance policy (ies) and retirement plans. Review joint ownership. 

Powers of Attorney

The general Power of Attorney gives the person who you designate ( your Agent) broad powers to handle your property which may include powers to pledge, sell, or otherwise dispose of any real or personal property without any advance notice to you or approval by you. These powers will continue to exist after you become disabled or incompetent. This document does not authorize anyone to make medical or other health care decisions for you. You may revoke this Power of Attorney if you chose to do so. 

Hiring an Enrolled Agent (EA) provides specialized expertise and robust protection for your tax interests.

​Core Benefits

• ​Specialized Expertise: Unlike CPAs or attorneys who may focus on broader accounting or legal issues, EAs specialize exclusively in taxation.
• ​Unlimited Representation: EAs have unlimited rights to represent you before the IRS for audits, collections, and appeals, regardless of whether they prepared the original return.
• ​Federal Licensing: Their license comes directly from the U.S. Treasury, allowing them to practice in any state without needing separate state licenses.
• ​Cost-Effectiveness: EAs generally offer more affordable rates than tax attorneys or CPAs for specialized tax resolution services.
• ​IRS Insight: Many EAs are former IRS employees who bring valuable "inside" knowledge of agency procedures to your case.