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Accountants and advisors, llc

The Federal and State tax landscape is constantly changing and that makes planning crucial for both you and your business. We will take the time necessary to fully understand your financial goals.  Our mission is to build a partnership with you to provide sensible and realistic economical solutions to your financial, accounting, and tax needs.


Accountants and Advisors has the experience to provide you with the accounting services that you need.  We are dedicated to keeping our tax preparation skills honed with continuing education courses throughout the year.  As participants in the IRS' Annual Filing Season Program we are highly qualified to prepare your tax returns. 

Our goal is to make the preparation process as easy as possible for you and minimize your tax liability with careful planning. Your tax preparation interview can be conducted either in person, by mail, or virtually in the cloud; whichever is most convenient for you.  Whatever your circumstances may be, we are here to give you the expert advice to help you get through life’s challenges.
 
Accountants and Advisors provides many services, including the following:

  • Individual Tax Preparation
  • Business Tax Return Preparation 
  • Partnership & Corporate Tax Preparation
  • Estate and Succession Planning
  • Tax & Education Planning
  • Business Start-Ups


​Value Added Services

  • Client Organizer - we'll keep you current and organized.
  • Year over Year comparison and recommendations.  
  • Returns filed on-time and accurate.
  • Returns are filed Electronically to expedite your refund.​
  • Personal account manager
  • We are a registered IRS E-File provider
  • Certified QuickBooks ProAdvisor
  • Fixed accounting fees - agreed in advance and not dependent upon income level
  • Tax planning
  • Exhaustive Deduction Finder
  • Exhaustive Error Check



​Federal and State Filing Forms
Individual Tax Form 1040 Returns
State Individual Returns
Federal Business Modules: 1120, 1120S, 1065, 1041, 990
State Business Modules: 1120, 1120S, 1065, 1041, 990
Federal Estate Returns: 706
Federal Gift Tax Returns: 709

From tax preparation and filling to strategic long term personal and business planning we want to earn your trust and business. Please call us to schedule an initial no-obligation introduction appointment.

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About our services