Services

If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further.  Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

Tax Preparation & Planning

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.

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Notary Public Services

Our on-site licensed Notary professional will handle your sensitive documents quickly, accurately and according to legal requirements, so you’ll be secure knowing everything was done properly.

Why do documents need to be notarized?
A notary public acts as an impartial third-party witness to not only the signature of a document, but also that all parties who signed a document did so willingly and under their own free will.

Types of documents that may require notarization:

  • Wills
  • Trusts
  • Deeds
  • Contracts
  • Legal Documents
  • Medical Release Forms
  • Affidavits
  • Power of Attorney

Be Prepared.
Remember to bring valid, government issued, signed photo ID with you and do not sign the document in advance. Laws vary by state and some documents may require witnesses in addition to the notarization. In most cases, the notary cannot act as a witness.

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Call today to schedule an appointment!