Services
What I do
Tax Services
Personal and business income tax
We offer tax preparation and advice for your personal and business needs. Personal, corporate, partnership, trust, and non-profit returns e-filed for accuracy and quick turn around. Federal, multi-state and local taxes, we have you covered.
Tax strategies and advice
Tax preparation without advice is simply damage control. We look at 73 proven tax strategies and select ones that meet your needs so you can save on taxes now and in the future.
Legal Services
Wills and estate planning
As a JAG Officer, Mark drafted hundreds of wills for deploying service members. He has the experience and expertise to take care of all your estate planning needs.
Business start-up
Starting a business? Talk to us. We can set up your business for the best tax result. This includes setting up an LLC, Corporation, Partnership or other business entity. Why use us? We have the experience to know what works and can save you headaches and hassles others have when setting up their business.
Estate & Trust Services
We offer practical advice exploring all your options. Special needs trusts, Medicaid planning, and probate avoidance. We find the solution that works for you.
Business Start-up
Entity Selection
Do you need to form an LLC? Is it better to be taxed as an S-corp or a Partnership? We help you work through these question with the experience and expertise you need to make the right choice.
Tax Planning
Minimizing your tax bill takes planning. Making the wrong decision can cost you hundreds if not thousands of dollars. Let us help you make the right choice for you.