Individual Accounting Services

Dave Picchi and his staff offer a wide spectrum of accounting services. To us, you are more than just a number and we consider it a privilege to be your trusted advisor. We're also available to represent you should your tax return be audited.

 Tax Planning

Large financial commitments can cost you! If you are saving for your kids college, buying or selling a home, or planning your retirement, we can provide you with sound advice that will enable you to plan accordingly so that your future tax liability will be minimized.

Using effective tax planning and analysis, we're able to develop comprehensive strategies. We are continuously monitoring tax law changes so you'll be able to take advantage of up-to-date information to make informed decisions.

We can in assist with various financial needs. We provide tax reporting, tax planning, and estate services including:

 Tax planning
 Retirement planning
 Estate planning and family gifts
 College Savings

In addition to preparing your federal and state income tax returns, we'll help you explore financial opportunities and set goals for your personal future.