Below is a list of the services we offer.

  Client Services

  • Tax Preparation - We offer preparation of individual, corporate, partnership, franchise, and all state tax returns. We can prepare returns ranging from simple to complex.
  • Individual Tax Planning - Getting married? Recently divorced? Added children or other dependents to your family? Planning on retiring? Sold or plan to sell stocks? Concerned about how these or any other situations may impact your tax situation? Call us to arrange a tax planning appointment and let us help you make informed decisions.
  • IRS Representation - Paul can provide IRS audit representation, assist with lien releases and discharges, penalty abatements, offers in compromise and installment agreements. If you have received an IRS notice, please contact our office for assistance.
  • Business Tax Planning - If your business situation changes, will your tax situation change as well? We are in business to help solve the many problems confronting you as a business owner . . . so you can better manage your operations. You’re in business to make a profit—we’re in business to help you maximize that profit. Call us to arrange a business tax planning appointment in order to prepare for possible future tax implications.
  • QuickBooks Assistance - Set up your own QuickBooks? We can help you organize your books to better assist you at tax time. We also offer personalized QuickBooks set up and training. Paul is a Certified QuickBooks ProAdvisor and can customize your QuickBooks to meet your specific needs.
  • Incorporation Service - Thinking about incorporating your business? Paul can help you set up the correct corporate entity for your business. Our Incorporation Service includes filing the appropriate tax forms required to start your new corporation.
  • Business Start Up Service - Started your own business as a sole proprietor or thinking about it? When necessary, Paul can help you obtain an EIN (Employer Identification Number), provide information on obtaining an Assumed Name Certificate (DBA), or a state sales tax permit. He can also help you determine what other governmental licenses or paperwork may be needed. Most important, he can answer your questions as to how your business will impact your tax situation. Call us to set up an appointment to help you get your business off to the right start.
  • Notary Service - Do you need a signature notarized on a document? We have three Notaries Public on our staff. Please call to arrange a convenient time if you need the services of one of our notaries.

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