Services

As your tax advisors, we serve as your advocates and assist you to safely navigate the extensive rules and regulations imposed on businesses and individuals. We provide you with meaningful information to help you make informed decisions, and we stand ready to assist you in the event of an examination by regulatory authorities. Our tax professionals use their expertise to provide you with relevant answers to your business and tax questions. We provide both tax consulting services and traditional tax compliance services.

TAX CONSULTING SERVICES

  • Business and personal income tax planning
  • Choice of entity analysis (corporation, partnership, LLC, etc.)
  • Planning for multiple entity organizations
  • Business start-up
  • Compensation planning
  • Estate, gifting, and succession planning

TAX COMPLIANCE SERVICES

  • Tax return preparation and structuring of estimated tax deposits:
    • Individual income taxes
    • Business income taxes
    • Estate and gift taxes
  • Multi-state tax planning and return preparation

Accounting Services

Our well-trained staff has extensive experience working with both small businesses and large, multi-state companies. We have expertise with several accounting software packages such as QuickBooks and Sage. We also offer assistance and support at your place of business, over the telephone, or via remote access from our office. Our firm also prepares compiled financial statements.

Financial Planning Services

Through TriStar Wealth Management, we are able to offer our clients in-depth financial planning services that will help prepare them for every financial issue, foreseen and unforeseen.

Personal Financial Planning Services

  • In-Depth Financial Planning
  • Retirement Services
  • Asset Management
  • Life Planning

OUR ADVICE IS DEDICATED TO THE PROSPERITY OF OUR CLIENTS!