Tax & Consulting


Our well-trained and experienced Tax and Consulting Services team is dedicated to providing meticulous tax preparation, compliance, consultation and advice for individuals, businesses, partnerships, corporations, tax exempt organizations and trusts/estates.

Tax Services:


  • Tax services for individuals, businesses & or organizations
  • Payroll, sales & use tax returns
  • Quarterly estimated tax computations
  • Tax-exempt application filings & Form 990’s
  • Employee benefit returns – Form 5500
  • Tax examination assistance & representation
  • Tax planning & projections
  • Assistance with IRS collections & liens
  • Entity selection & structure


Consulting Services:


  • Financial, retirement & estate planning
  • Management & operational consulting assistance
  • Entity start-up, expansion & improvement
  • Financial & budget projections & forecasting
  • Transaction assistance & analysis
  • Business valuations, mergers & acquisitions
  • Buy/Sell agreement & succession planning
  • Financing & banking relations assistance
  • Financial performance measurement & analysis
  • Accounting system setup & improvement
  • Cash flow, breakeven & cost analysis

Contact: Brad Yoder, Director of Tax & Consulting Services