Services Offered

Tax Preparation and Compliance
We will prepare comprehensive federal and state tax returns for individuals, Corporations, Limited Liability Companies, Partnerships and Trusts.

Tax Planning and Consulting
We provide tax planning services to analyze transactions for their potential tax implications in order to maximize the tax savings. We work closely with companies and their owners to minimize their overall tax obligations with effective tax planning.

Management Consulting
Clients require answers to questions or problems as they arise. Some of these include cash flow analysis, lease vs. buy analysis, employee benefit plan options, and pricing considerations. We also work with new start up businesses to determine the most effective entity in which to operate, assist in projections and work with our client’s financial institutions for obtaining required debt financing.

Retirement Planning
This is usually a significant part of our tax planning objectives. We are able to assist in implementing simple retirement plans (Simplified Employee Pensions-SEP IRA; SIMPLE IRA, SIMPLE 401(k), etc). In other situations, we work closely with retirement plan consultants to provide the most effective retirement vehicle for our clients.

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About Us:

Peter started the firm in December, 1990 after 13 years with the Oakland firm of Rooney, Ida, Nolt and Ahern.

With a fantastic support staff, we are able to offer our clients quality services at affordable rates. Our firm has significant expertise in various industries including real estate, healthcare, professional services and franchises. We also have an outstanding
network of professional service providers that our clients are able to utilize in areas of law, employee benefits, payroll and banking.