Income Tax Preparation and Planning 

We view our relationships with our clients as ongoing partnerships, and we pledge to provide you with quality, up-to-date tax return preparation and advice, whatever your tax planning and preparation needs—whether you're a sole-proprietor business or operate a multi-tiered corporation or partnership.

But our dedication to you doesn't stop after April 15. All through the year, we keep up to date on current tax laws to minimize your tax liabilities and to maximize your future opportunities.

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Accounting & Bookkeeping 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
• Virtual Bookkeeping
• Computerized payroll services
• Business tax return preparation (Sales & Use/Business Property)
• Personal financial statements

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Reviewed and Compiled Financial Statements

We view out 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 tow levels of assurance:

• Review - some analytical procedures conducted with limited assurance
• Compilation - based upon client information provided and used primarily for internal use

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Management Consulting

Even the most qualified managers can benefit from the competent, objective feedback.  We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.

We gage 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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IRS and State/Local Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure out clients they are being properly represented before the various federal and state taxing agencies.

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Payroll Services

In today's hectic business world, it's a challenge to juggle all the daily tasks that keep your business running efficiently. One of the most time-consuming tasks any business owner faces is payroll.

Wouldn't it be helpful to rely on a trusted, accessible business partner to handle your payroll functions, from issuing checks to filing the necessary tax returns? We're here to lend a hand with our payroll services.

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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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Computer Consulting

Our staff is highly proficient in the use of QuickBooks and Peachtree and can assist you with this and other software related needs.

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Pension & Profit Sharing Plans

Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs, 401-Ks…) can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating and setting up the type of pension plan that will best serve the retirement needs of you and your employees.

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