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Our Services

Our firm offers a wide range of services to both our individual and business clients. As a smaller firm, our clients benefit by getting personalized, quality services that is specific to their situation. Below are some of the main services we offer. These categories are by no means all-inclusive, so please feel free to inquire about a service if you do not see it listed. If it is a service we do not provide, we would be more than happy to refer you to a qualified professional!

Filling Out Tax Form

Individual & 
Business Tax

Including but not limited to:

  • Return Preparation 

  • IRS Representation 

  • Individual Schedule Preparation 

  • Employee Benefit Plans 

  • Mergers & Acquisitions 

  • Non-profit Return Preparation



Including but not limited to:

  • Audit

  • Review 

  • Compilation

  • Agreed Upon Procedures  

  • State & Federal Single Audits

  • Personal Financial Statements

  • Attest & Non-Attest Services

trust image 2.jpg

Trusts & 


Including but not limited to:

  • Planning

  • Gifting 

  • Return Preparation 

  • Probate Reports 

  • Trust/Estate Accounting

Couple Sitting with Financial Advisor

Planning &


Including but not limited to:

  • Personal Tax Planning 

  • Business Tax Planning 

  • Business Valuations 

  • Business Creation/Buying Selling 

Image by Bibhash (Polygon.Cafe) Banerjee


Including but not limited to:

  • Monthly Reconcilations 

  • Payroll Reports & Returns 

  • Sales Roll Reports & Returns 

  • General Ledger Preparation & Maintenance 

  • QuickBooks Setup & Training

Are you interested in our services?

To schedule a meeting with one of our partners or staff please call our office at 203-753-2200.

We look forward to working with you! 

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