Tax Services

During tax season, clients are pouring in and your accounting firm has never worked so hard. But after the dust settles, there’s not as much work for long stretches of time. Discover how you can maximize your year-round profitability and improve client loyalty..

Tax Preparation and Panning

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.


Estate Trust and Tax Preparation

By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all estate and trust tax-related returns.


Prior year reviews

Have you ever had your taxes prepared by someone, and had a feeling that they didn’t ask very many questions, and may have missed something. Or they rushed through the process at the last minute and you didn’t have time to review the return before paying and sending? We offer a Prior Year Review, where we will sit with you, examine the return, clarify areas of concern, and offer recommendations? We offer this review at no cost.


IRS FTB representation

When the Internal Revenue Service or Franchise Tax Board sends you a letter claiming information may be missing, incomplete, or inaccurate, Rochelle’s Enrolled Agent specialty comes to the rescue. She can represent you or your business to the tax authority, and she has a lengthy record of proving and negotiating away the threats of additional taxes and fees.


Fixed Asset and inventory Review

If you’ve been in business for a while, and have had more than one bookkeeper or accountant, often the Fixed Assets and Inventory are overlooked. These are an important part of your Balance Sheet, crucial when applying for financing or planning to sell a business. We will review your fixed asset records, analyze the depreciation schedules, and examine the inventory registers to ensure they best reflect the current status of your business.


Amended Returns

As previously mentioned, sometimes we find additional information that would be beneficial for you to file an amended return. We will review the cost and benefits of amending, and let you decide what action to take.



We prides ourselves on our abilities for seamless partnership with internal bookkeeping staff and controllers. We place a premium on using the knowledge and experience we have accumulated over the years to provide the highest quality service and ensure the well being of the businesses we serves.
-Rochelle Margucci , -Susan Wilson

Ultimate tax accounting, consulting and compliance services – for businesses and individuals!
Why we love what we do

We are grateful to our many clients who have trusted us with taking their business to the next level

Ultimate tax accounting, consulting and compliance services – for businesses and individuals!