Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that can only come from dealing directly with the firm owner.

Below we have provided information about the services that we offer to our clients. The list below is by no means all-inclusive. Please feel free to inquire about a service if you do not see it listed. If it is a service we do not provide, we would be more than happy to refer you to a qualified professional.

Please note that the preparation of legal estate planning or retirement plan documents and the planning and court filings for bankruptcy are legal matters (services we do not provide) and as such you should consult with an attorney.


Income Tax Preparation and Planning includes:

  • Small businesses & professionals
  • Individuals
  • Estates & trusts, including postmortem planning
  • Estate and gift tax preparation and planning

Transactional Planning includes:

  • New business entity selection
  • Real estate purchases and sales
  • Business sale and acquisition

Overall Tax Planning includes:

  • Utilization of trusts
  • Small business retirement plan & selection for tax deferral
  • Retirement planning
  • IRA and 401(k) distribution planning
  • Generational wealth transfer


  • Accounting and bookkeeping assistance
  • Compilation of financial statements
  • Fiduciary accounting


  • Preparation of fiduciary accounting
  • Serve as trustee (Mr. Corcoran, individually)
  • Serve as personal representative (Mr. Corcoran, individually)


  • Operating report preparation
  • Business operations support
  • Bank account maintenance (including check writing and deposits)