Tax Planning & Preparation

Tax Credits

Accounting & Quickbooks

Financial Planning & Advisory

Professional tax preparation of income tax returns for individuals, corporations, LLC’s and partnerships. Proactive tax planning services to reduce your tax burden in advance.

Specializing in the Employee Retention Credit (“ERC”), a potentially substantial tax credit for businesses with W-2 employees in 2020 – 2021.  Credit totals can be up to $26,000 per employee (Offered by Incentive Tax Credits, LLC, our wholly owned subsidiary company).

Monthy or quarterly accounting and bookkeeping services for small businesses on Quickbooks or Xero.  

Personal financial planning, investment advisory and insurance services for retirees and pre-retirees (those within 10 years of retirement). 



(404) 809-2000

Peachtree Corners Office
(by appointment only)

5425 Peachtree Parkway
Peachtree Corners, GA 30092
Marietta Office
(by appointment only)

366 Powder Springs Street
Marietta, GA 30064