FTB Tax & Business Services is a team of qualified individuals, dedicated to helping businesses and individuals deal with the IRS without aggravation and hassles.

We are a full service year round financial services company. I am an enrolled agent, licensed by the Internal Revenue Service, in all states. We file personal, corporate, partnerships & payroll tax returns. We also conduct extensive IRS & State negotiations on several issues including back tax resolution.  We also provide advisory services, General Ledger (QuickBooks) consulting, monthly & quarterly bookkeeping services, payroll services, sales tax preparation, trust & estate services, tax audit representation, financial statement preparation, fixed annuities & mergers & acquisition help.

FTB Tax Services mission is to provide comprehensive financial guidance to our clients. To deliver tax-optimized services to businesses and families. With a broad understanding of your tax situation, your business, your estate and your entire financial picture, FTB is specially positioned to provide independent, objective wealth management advice

FTB helps your family & your business be better tomorrow than they are today in a way that is meaningful to you — the client. As a full service financial services company.
The care, concern and deep commitment to help our clients succeed is what sets us apart.

We believe in the power and advantages of primary and usable research to bring value to you.

If tax planning is not at the core of a financial plan, the plan may fail to deliver optimal benefits to you.

Smart Business Bundle

Our signature bundle is the “Smart Business Bundle” which includes the following.

  • Tax Management and Preparation Representation.
  • Bookkeeping
  • Legal Advise and Counsel from an Attorney as Required.
  • Business and Financial Planning Services.

We also preform special situation services such as Forensic Accounting divorce, asset discovery, and more. See Forensic Accounting

Needless to say, we file current tax returns on time and take advantage of EVERY legal way to reduce your taxes.

Business Services

Our Business Tax Service includes Federal, State and Local Tax Compliance Audit Representation and Resolution.

Bookkeeping Services

FTB Tax Services offers a full service booking practice to help support your growing business.We work with local, and national clients utilizing a secure hosted environment.

Forensic Accounting

Forensic accounting covers two broad areas: litigation support and investigative accounting.Simply put, forensic accounting is accounting that is suitable for legal review.

Tax Attorney

Take the opportunity to gain peace of mind and resolve past tax issues. We will review your specific situation in a kind, non-judgemental way.

How to Get Started

If you are new to FTB Tax Services please come in for a free consultation. We will discuss your particular tax situation, make sure there are no issues with past returns, and you will receive a tax planning package.

You gather the needed information and bring the information to your tax appointment. Your taxes will be complete and filed on time electronically.

If you are current in your taxes you may request the current year tax planning package using the contact me form on the right. In that package there are places to put all the relevant tax information for filing.

Bring the gathered information to your tax appointment. Your taxes will be complete and filed on time electronically.