Services

Tax Services

Accounting Services

Consulting Services

Tax Services

We can identify key tax planning to minimize both your current and future tax liabilities by keeping current on updates to U.S and Canadian tax laws and legislation. We offer taxation expertise and knowledge to our individual and business clients throughout the year.

  • U.S. & Canadian tax return preparation for:
    • Individuals
    • Corporations
    • Estates and trusts
    • Not-for-profit organizations
  • Tax considerations in matrimonial settlements
  • Tax effects of buying/selling a business
  • Tax effective retirement and estate planning
  • Tax planning for business formation, reorganization and expansion

Accounting Services

Keeping well-organized financial records can help keep your business running smoothly. We can assist you in the management of data and compilation of financial statements.

  • General ledger & financial statement preparation
  • Bookkeeping (Monthly/Quarterly/Annual)
  • Accounting system setup for new businesses
  • Compilation of financial statements

Consulting Services

Life happens. Businesses change. Families evolve. We can help by providing a variety of consulting services to help manage change effectively for your situation.

  • Accounting software selection
  • Buying/selling a business
  • Business process improvement
  • Financial & retirement planning
  • Estate planning