As a full service CPA and wealth manager, I offer a wide variety of services to my clients.  These services include, but are not limited to:

Year round tax planning and preparation for all entities including individuals, partnerships, corporations, trusts, estates, and not-for-profit organizations.

IRS, state, and department of labor audit representation

Prior year and amended tax return issues

Letter and notice representation

Financial statement preparation on a monthly, quarterly, or yearly basis

Sales tax compliance

Quarterly estimated tax payments

QuickBooks training

Implementation and review of proper income protection (life and disability insurance)

Establishment and rollover of retirement plans, including 401k, IRA, and self employed plans

College savings