We concentrate on education and have over 50 years of combined experience within our team. We have an Enrolled Agent on staff year round to make sure you are always covered.

  • 1040 Tax Preparation services and related schedules
  • Roth IRA Conversions – discussions and analysis of tax ramifications
  • Calculation of IRA Required Minimum Distributions
  • Calculation of Capital Gain Transactions for stocks and other assets
  • Correct Tax Reporting of Investment Transactions
  • Retirement Planning Advice
  • Real Estate Investing Advice
  • Calculation of Educational Tax Credits
  • Calculation of Energy Tax Credits
  • Multi-State Filings
  • Foreign income
  • ITIN application filing – CAA, Certified Acceptance Agent. IRS Approval
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