Personal income tax return preparation (1040)

We can file your personal tax return for you, no matter how simple or complex it may be. Avoid making the costly mistake of doing it yourself or not having a CPA prepare your return for you.

Corporate income tax return preparation (1120, 1120S)

Make sure your business gets all available deductions and credits and avoid costly penalties by filing on time with us.

Partnership tax return preparation (1065)

Are you an LLC? Do you need to file a form 1065? We can help you and your LLC and/or partnership file the correct tax return and ensure you get all deductions and credits available to you.

Tax exempt organization tax returns (990)

Make sure your tax-exempt organization is current with all of its reporting requirements.

Gift tax returns

Do you need to file a gift tax return? We can help you be aware of requirements and prepare the return for you.

Estate/Trust tax returns (1041)

Whether you have filed previously or need help and guidance or have Estate/Trust tax returns to file, we can assist you with this intimidating process.

Payroll processing (941s, 940s)

Does your company have payrolls? Are you aware of the filing requirements for payroll taxes? In this era of ever-changing filing requirements you need a staff of professionals handling this task on your behalf so you can focus on your business.


It is important you keep accurate and current records of all of your business income and expenses. We can help you establish your own bookkeeping system or handle all of your bookkeeping needs in our office, whichever you prefer.

Estate and Gift Tax Planning

Often overlooked and taken for granted, you should consider the tax saving steps you can take by proper estate and gift tax planning now.

Business Start up consulting

There are important steps you must consider when starting out any type of business. Protect yourself from unnecessary liability exposure and avoid missed deductions or tax saving strategies by getting the direction and advice from Geoff from the beginning!

Incorporating Service

There are several services out there that pose as 'do-it-yourself' incorporating service that can make the process more confusing and costly than it should be. Our office can check name availability, draw up articles of incorporation, set up your corporation online, and guide you and advise you with follow up instruction and consultation on important related issues (i.e. sales tax registration, payroll taxes, applying for your Federal ID number, etc.) All of this is available for a small, nominal fee plus the State filing fee. Avoid overpaying with other services that can cost several hundred dollars for a more limited service!

Budget Planning

Do you have a budget? Do you need one? We can help you plan your budget for business or personal matters.


We offer audit and review services for your company or institution. Contact us today for more information.

Financial Statements

Compilations, reviews and audited financial statements can be prepared for your company as frequently as needed.


Geoff is available to consult with your business, small to large, new or established. Contact us today, we are eager to help you grow and maintain your business!