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 is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.

As 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 not a service we provide, we would be more than happy to refer you to a qualified professional.

(Click Service Title For Details)

  • Accounting Services
  • Accounting Software Selection & Implementation
  • Bookkeeping/Write-Up
  • Business Consulting
  • Business Entity Selection
  • Cash Flow & Budgeting Analysis
  • Consulting Services
  • Debt & Financing Services
  • Employee Benefit Plans
  • Entity Structuring
  • Financial Planning
  • Home Based Business
  • IRS Representation
  • Investment Review
  • Payroll Services
  • Retirement Planning
  • Sales Tax Services
  • Tax Planning & Preparation
  • Tax Services   

    Accounting Services
    Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

    *General ledger & financial statement preparation

    *Bookkeeping (Monthly/Quarterly/Annual)

    *Accounting system setup for new businesses

    *Computerized payroll services

    *Business tax return preparation (Sales & Use/Business Property)

    *Personal financial statements

    *Litigation support

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    Accounting Software Selection & Implementation
    With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, we are exposed to most programs through trade journals and actual use. Our experienced staff can help you choose and implement the system that best fits your needs.

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    Bookkeeping/Write-Up
    Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

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    Business Consulting
    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.

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    Business Entity Selection
    Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

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    Cash Flow & Budgeting Analysis
    A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

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    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

    *Business valuations

    *Buying/selling a business

    *Computer systems

    *Financial & retirement decisions

    *Estate, trust & gift planning

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    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.

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    Employee Benefit Plans
    The accounting and tax issues involved with employer-provided benefit plans can be overwhelming. We can assist with the development, implementation and administration of your employee benefit plan.

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    Entity Structuring
    As we work with other professional in their field of specialty, we, through the use of entity structuring are able to assist our clients to protect what they have, and to pass this on to others of thier choice. Entity Structuring also assits in saving taxes on both the federal and state levels, while remaining in control.

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    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.

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    Home Based Business
    Many of us are searching for a business that will provide tax benefits with the ultimate goal of receiving residual income for the future.

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    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.

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    Investment Review
    As you develop your investment strategy, we will act as your sounding board. We can help you and your investment advisor build an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return.

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    Payroll Services
    As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.

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

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    Sales Tax Services
    Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

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    Tax Planning & Preparation
    Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered entity, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

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    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

    *Taxing authority representation

    *Seminar training for tax planning

    *Tax effects of buying/selling a business

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