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Additional Services

When it comes to the world of taxes you need a knowledgeable professional on your side.

We have the expertise you are looking for in a tax professional and can help you navigate your options.

Additional “Done For You” Services Our Firm Provides

Financial Planning has never been more important. There are so many other issues and problems which come up in the course of a normal business or family, that to list all of them would not be beneficial. However, there are a number of additional services our firm has had the pleasure to assist with in the past.

If you don’t see exactly what you’re looking for on our site or just need some more information on any of our services, feel free to contact us and we’d love to answer any questions you have and help in any way we can.


Full Financial Planning
Portfolio Analysis
Mutual Fund Review
401K Review



Income Planning
College Planning

What our Clients are saying

Very pleased with their service, their knowledge, and their professionalism.  They were recommended to me through the Dave Ramsey ELP program, and did not disappoint!  I had specific needs and they fulfilled all of them quickly and thoroughly, and communicated every step of the way.  I couldn't have asked for anyone better, and wouldn't hesitate to recommend them to anyone.

Laura Saporito

Danny and his team have led my business in the right direction and given us sound advice and understanding of the obligations we face with the taxes of a partnership.  Jennifer stepped in and helped us straighten out our books and taught us some of the intricacies of Quickbooks as well...  Justin, Andrew and myself are thrilled to be associated with them, and highly recommend them to other businesses and individuals who are looking to understand their taxes and maximize their earnings.  All of this at prices that are reasonable and value that cannot be properly stated.  Thank you Danny, Jennifer, and staff for all that you do.

Booker Walton III


Use a Single-Member LLC as a Tax-Smart Real Estate Ownership Vehicle

Use a Single-Member LLC as a Tax-Smart Real Estate Ownership Vehicle

You’ll find much beauty and little beast in using a single-member LLC for your real estate ownership. Should you use a single-member LLC as a real estate ownership vehicle? That might be a very good idea. Under the so-called check-the-box regulations put out years ago...

Vacation Home Rental – What’s Best for You: Schedule C or E?

Vacation Home Rental – What’s Best for You: Schedule C or E?

Do you have a beach or mountain home that you rent out? If the average period of rental is less than 30 days, you likely have a choice—either claim the income and expenses on Schedule C, or claim the income and expenses on Schedule E. When Is Schedule C a Good Choice?...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.
But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!