Our Services
Looking Beyond
the Numbers
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.
We have listed the services that we offer to our clients along with a brief description. As this list 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 another qualified professional.
Tax Preparation & Planning
Tax planning and preparation form a winning combination for our successful individual and business clients.
Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.
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:
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General ledger & financial statement preparation
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Bookkeeping (Monthly/Quarterly/Annual)
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Accounting system setup for new businesses
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Computerized payroll services
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Business tax return preparation (Sales & Use/Business Property)
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Personal financial statements
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Litigation support
Advisory Services
We gauge our worth by the personal and business successes of our clients. 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, you'll receive comprehensive, flexible strategies that address the issues affecting your business.
Here are some of our consulting services:
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Accounting software selection and implementation
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Type of entity selection
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Business valuations
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Buying/selling a business
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Computer systems
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Financial & retirement decisions
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Estate, trust & gift planning
