Services

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:

  • Bill Paying
  • Document Management & Record Keeping
  • Fiduciary Accounting/Bookkeeping
  • Payroll Services
  • Tax Return Preparation

Call today to schedule an appointment!