Our Services Offered 

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Personal Income Tax Preparation

• Individual & Joint Tax Preparation (all 1040 forms)
• Investments
• Mulit-State Income
• Business (Sole Proprietor)
• Retirement
• Rental Property
• ​​Foreign Income

Business Tax Preparation

• Sub Chapter S (S-Corp) (1120S)
• Partnerships (1065) 
• Corporations (1120)
• Sales Tax Returns (941)

Estate/ Trust Tax Preparation

• Estate 
• Trust (1041)

Proactive Tax Planning 

• Short and Long Term Tax Strategizing
• Advanced Tax Strategies
• Investment Tax Planning
• Financial statement preparation
• Prior Tax Year Expense Examination
• ​Personal financial statements
• Employee benefit and profit-sharing plans

Estate Planning Services in Coordination with Jennifer R. Bailey, Esq.

• Estate and Wealth Transfer Planning
• ​Wills, Trusts, Living Wills
• Probate and Trust Administration
• Durable Powers of Attorney
• HIPPA Authorization Forms
• Personal Property Memorandum
• Re-Titling of Assets &  Recording of Deeds
• Charitable Remainder/Lead Trusts