Our Services

We are happy to offer you the following services:


Tax services, including:

  • yearly and quarterly tax return preparation & filings
  • tax planning & advice for various portfolio and non-portfolio tax issues

Payroll services, including:

  • payroll preparation
  • W-2 preparation
  • 1099 preparation

Accounting services, including:

  • financial statement preparation
  • forensic accounting services
  • personal services, including:
    • bill payment
    • personal budgeting

Bookkeeping services