Our Services

We're here to make your tax preparation and planning simple and stress-free. Reach out to us anytime with your questions or concerns, and our friendly team will be more than happy to assist you on your financial journey.

Tax Planning

Tax 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

Accounting

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot 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.

Our Services

    • 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

    • 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

  • We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on all three levels of assurance:

    • Audit- an intensive examination with the highest level of assurance

    • Review - some analytical procedures conducted with limited assurance

    • Compilation - based upon client information provided and used primarily for internal use.

  • 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

  • Due to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas, many of which are listed below. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.

    • Mergers & acquisitions

    • Asset protection

    • Investment review

    • Bankruptcies

    • Litigation support

    • Cash flow forecasting

    • Employee benefit plans

    • Expert witness services

    • Internet commerce

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