Tax preparation and planning have always been a core service of what we provide to clients. Tax rules and regulations are in constant change and clients need an advisor who is knowledgeable, experienced and intent on keeping them in compliance while minimizing tax liabilities as permitted by law. We offer a complete array of individual and business tax services for federal and all states.

Meaningful, well-organized financial records are critical to ensuring your business runs efficiently, effectively, and profitably. We provide a full range of accounting services, including bookkeeping, financial statement preparation, cash flow and budgeting analysis, business tax planning & preparation, support on payroll services (processing & set-up), tax deposits & estimated payments, and issuance of tax forms.

For clients who are just launching a new business, selecting the right type of organization for both tax and legal purposes is critical. With one of our partners being both a tax specialist and a lawyer, we can help you select the type of business entity that will best serve you and your business, whether that is an S-corporation, a C-corporation, a Limited Liability Company (LLC), Tax-Exempt Organization, or a partnership. We also provide advice on aspects related to tax planning, asset protection, and how to best position yourself for business goal achievement.

Business Consulting, Strategy & Coaching

If you’re successful, we’re successful. As financial & legal experts, experienced business advocates, and keen observers of humankind, we are well-equipped to help you identify areas in your business or financial life that could affect profitability and growth. One of our passions is working alongside our clients to think creatively, develop practical solutions, and implement those. We serve as a sounding board for you as you continue to grow and expand your business, offer expertise to assist you in making decisions that support your vision, and work with your team to function optimally.

Change Management & Conflict Resolution

Often individuals or organizations find themselves ready for a new beginning, struggling in the wake of a crisis, or experiencing the pains of the need for change. Other times unhealthy conflict or the failure to have difficult conversations creates impasse for growth. We happen to believe both change and conflict can be incredibly positive and supportive! We leverage our gifts of connection, empathy, and discernment, with strategy and objectivity to help our clients bring about lasting change in alignment with your vision, on the people side of your life and business.

Legal Services

One of Collaborative Business Service’s founding partners, Peter Dressler, is both a lawyer and an accountant, and enjoys the ‘collaboration’ that occurs when he’s able to leverage those two skills together. While his firm Dressler Legal, Ltd., handles all of the legal work (such as real estate & business transactions, estate planning, contracts, and more), Peter uses his legal expertise when he’s working with all of clients - no matter the subject.