Services

If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further.  Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

Services for Individuals/Families

We offer a variety of services for individuals/families:

• Administrative Assistance
• Bill Paying
• Household/Nanny Payroll
• IRS resolution and audit support
• Personal, partnership and trust accounting
• Tax planning and preparation

Services for Trustees

We provide the following services for Trustees:

• Administrative Services
• Beneficiary Distributions
• Bill Paying
• Communications Assistance
• Document Management & Record keeping
• Fiduciary Accounting/Bookkeeping
• Trust Tax Return Preparation

Business Services

We provide the following Business Services:

• Accounting/Bookkeeping
• Tax Return Preparation
• Back Office Support
• Tax Return Preparation
• Document Management & Record Keeping
• Payroll Services

Call today to schedule an appointment!