Client Services

Making Sure You Only Pay Your Fair Share

Financial Accounting Services: Including monthly, quarterly or annual accounting. A full spectrum of services from payroll, sales tax, invoicing, collection processing, accounts payable and bank reconciliations. Services are based on client need as one package does not fit all circumstances.

Tax Planning and Preparation Services – State and Federal

Individual Tax Planning, Preparation and Electronic Filing


  • Including all States and Federal Tax Returns.
  • Sole Proprietors, Rental Properties, Oil and Gas working ad Royalty Interest, K-1 reporting from Partnerships, S Corporations and Estates and Trust, Dividend, Interest and Capital gain reporting, HSAs, Retirement distributions….just to name a few of the areas touched by individual returns.
  • Planning and Projecting to determine future tax plans and estimated payments
  • Resolution of tax issues with taxing authorities

Business Tax Returns

  • Partnership, S Corporation and C Corporation tax return preparation and Planning
  • Quarterly Payroll Tax preparation and submission, Sales Tax Reporting
  • Resolution of issues with the taxing authorities.


Fiduciary Tax Returns

  • Simple Trusts
  • Complex Trusts
  • Grantor Trusts
  • Estate Income Tax returns