Stuart R Pa​ul, EA

Tax and Financial Services

DIY Taxes

Real estate management 


We have many years of experience assisting our clients in buying, leasing, managing and selling residential and commercial real estate. We can help you make the difficult decisions and save tax dollars upon sale.

Retirement Planning


Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.


IRS Representation


​During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

Consulting Services


We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.


The following is just a few of the areas in which we provide consulting services:

  • Accounting software selection and implementation
  • Type of entity selection
  • Buying/selling a business
  • Financial & retirement decisions
  • Estate, trust & gift planning

Tax Services


We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year.


Tax services offered include but are not limited to: 

  • Tax planning & return preparation
  • Individuals
  • Corporations
  • Partnerships
  • LLCs/LLPs
  • Estates, trusts & gift
  • Not-for-profit organizations
  • Taxing authority representation
  • Divorce and support issues
  • Tax effects of buying/selling a business
  • Tax Planning & Preparation



Estate & Trust Tax Preparation


Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.



Financial Planning


A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.





Debt & Financing Services

Debt management and the evaluation of financing options are issues that an experienced professional deals with every day. Let us use our experience to assist you in securing financing for your personal or business needs or consolidating your current debt to a more manageable level.