Tax and Accounting Services

Business Tax Preparation & Planning

Running a business is hard enough—taxes shouldn’t add extra stress. We prepare business tax returns and provide year-round guidance to help you stay compliant and plan ahead. From choosing the right approach to navigating deadlines and changes, we bring practical advice and a steady hand. You’ll get personal attention, clear communication, and reasonable fees for professional service.

Trust & Estate Tax Returns (Form 1041)

Trust and estate tax filings can feel complicated, especially during already stressful times. We prepare Form 1041 fiduciary income tax returns and help you stay on top of the required reporting. We work closely with trustees, executors, and families to make sure everything is handled correctly and thoughtfully—with patient guidance and personalized service at a reasonable cost for professional service.

Nonprofit Tax Services (Form 990)

Nonprofits have unique reporting requirements, and we’re happy to help make them manageable. We prepare Form 990 returns with a focus on accuracy and clear presentation, so your organization’s story is reflected properly. We’ll guide you through the process, keep everything organized, and make sure you feel confident about what’s being filed—friendly service, fair pricing for professional service.

Employee Benefit Plan Reporting (Form 5500)

Form 5500 filings can be time-consuming, but they don’t have to be overwhelming. We help gather the needed information and prepare your filing accurately and on time. Our goal is to keep the process smooth, reduce stress, and make compliance feel simple—with responsive, personalized support at a reasonable cost for professional service.

Accounting & Assurance Services

Good financial information helps you make better decisions—and we’re here to make that process clear and stress-free. We provide accounting and assurance services for a wide range of clients, with specialized experience serving labor unions and real estate entities.

Depending on what you need, we can assist with financial statement preparation, compilations, reviews, and audits, all performed in accordance with applicable professional standards. We’ll also help provide the financial statements banks often request, so you have what you need for financing, renewals, or other lending requirements.

Most importantly, you’ll work with a team that takes the time to understand your goals, communicates in plain language, and delivers personalized service at a reasonable cost for professional service.