Specialties & Services

We focus on two areas: Individuals and Small Business.  We offer tax preparation and planning for individuals, and tax preparation, bookkeeping and payroll for small business.

Document Downloads

Find tax-related documents here, including tax organizers, engagement letters, price lists, and a helpful guide to valuing non-cash donations.

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UPDATED 3/28/20: CORONAVIRUS RESOURCES FOR INDIVIDUALS & SMALL BUSINESSES

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UPDATED 5/7/20: PPP UPDATE & LOAN FORGIVENESS GUIDELINES