Services

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We provide a variety of services including: 

• Income Tax Preparation for all types of businesses and individuals
• IRS and State Audit Representation
• Payroll Reporting
• QuickBooks setup, support and training
• Business start-up services
• Monthly and Quarterly bookkeeping
• Financial statements – making sure your financial records
   are timely and accurate

  Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.
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.

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Accounting Services

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.

Financial Reporting – We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company’s profitability and efficiency.

Tax Services

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 more complex business, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

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.

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.

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.

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

Notary Public – Bring us your important documents to notarize. We provide this service to our clients at no charge.

Consulting Services

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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.

Quickbooks set-up and assistance – Our staff is trained to help you in setting up your Quickbooks Accounting program. We are there to assist you whenever you have questions or need guidance.

Information and Advice

Should I refinance my mortgage? How much do I need to save for my child’s college education? As accounting professionals, these are some of the questions that are posed to us on a daily basis. We are here to help you answer some of these day-to-day questions and concerns that may arise. We are always here to help you by providing financial information to assist you in making some of your financial decisions.

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