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Happy Family

Our Services

Matt uses his twenty five years of experience to provide exceptional service.

Tax Preparation

  • 1040 (Personal)

  • 1041 (Trust)

  • 1065 (Partnership)

  • 1120 (Corporate)

  • 1120S (S Corporation)

  • 990 (Non-profit)

  • 706 (Estate Tax)

  • 709 (Gift Tax)

Bookkeeping

  • Including QuickBooks

Financial Statement Preparation

  • Bank/Loan Purposes

  • Tax Purposes

Tax Planning

  • Entity choice

  • Projected taxable income and evaluation of necessity of making estimated payments

Outsourced CFO Services

  • Lease v. Buy Decisions

Business Valuation

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