Tax Planning & Preparation

Preparing your own income tax return can be a task that leaves you with more questions than answers. We serve individuals across the United States and in 15 countries around the world with their tax preparation needs.

We are here to help save you money!

Our services encompass nearly every aspect of financial life. We are experienced in all matters of accounting and taxation, IRS problem resolution, estates and trusts, business formation, financial planning and investment, real estate and business sales. See below for more details about our services.

Other Services We Offer

Whether you are starting a new business or leading a nonprofit organization, working overseas or navigating tax laws, our team is here to support you.

Business Accounting Services

Financial accounting and recordkeeping can be overwhelming when trying to run a business. Our financial expertise and a system of time-saving tools will free up your time and resources by allowing us to manage your bookkeeping, payroll and financial reporting for you.

Payroll Services

Consistent, reliable and simple is what payroll should look like for small business owners. Our team provides a full service payroll system, taking the burden of processing paychecks and government compliance off your shoulders. We provide online tools to make your business payroll run smoothly.

Nonprofit Organizations

Supporting confident engagement with their communities, we acknowledge the unique needs of nonprofit organizations. We provide the essential accounting and financial reporting required of nonprofit organizations, including financial statement audits to meet donor and governmental expectations.

Foreign-Earned Income & Taxes

Working in a foreign country comes with its own set of rewards and challenges. Our team works with U.S. taxpayers earning foreign income and paying foreign taxes. We review your specific situation to maximize the benefits U.S. tax laws provide for those working overseas.

Leveraging technology for business in today’s world

We have streamlined the process, using a secure online web portal, to effectively share documents and provide electronic copies of tax returns and other documents. You have access to your tax and financial documents 24/7 without having to call our office and wait for a paper copy.

Ready to step on the bridge?