Our firm has the resources, experience, and depth of knowledge to offer the following services to both individuals and businesses. We can deliver the services you need in a professional, fast, and cost-efficient manner.

Accounting Services
Accounting Software Selection & Implementation
Bookkeeping/Write-Up
Business Succession Planning
Cash Flow & Budgeting Analysis
Computer Consulting
Consulting Services
Estate Planning
Estate, Gift and Trust Tax Return Preparation
Financial Planning
Financial Statements
IRS and State/Local Representation
Management Advisory Services
Payroll Services
Retirement Planning
Reviews and Compilations
Sales Tax Services
Tax Planning
Tax Preparation
Tax Services

Accounting Services Our Firm offers a complete range of accounting services, including receivables, payables, and payroll management. We prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and other third parties. Our firm will also prepare custom financial reports for internal, managerial use.

Accounting Software Selection & Implementation We have experinece with several of the most popular accounting software solutions. We can assist you through the selection and set up process, as well as on-the-job training.

Bookkeeping/Write-Up Our firm provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis.

Business Succession Planning Stop wondering if and how your business will continue without you there. As experts in business succession planning, our firm can suggest many courses of action to provide assurance that your business will enjoy a smooth continuance and that your heirs and business associates will be well protected.

Cash Flow & Budgeting Analysis Our firm offers expert cash flow and budgeting analyses that can help you minimize cost overruns, lost purchase discounts, and uncollectable receivables. Many of our clients state that these value-added services are indispensable.

Computer Consulting You are ready to move into the computer age, but you have fears of expensive, unsuitable software, fourteen year-olds hacking into your server, and systems crashing. We understand your fears and we will work with you to setup an efficient, user-friendly computer system. Our business-savvy computer technicians and programmers can explain even the most advanced high-tech concepts in plain English. Whether you want to set up a computerized accounting system, a computer network, or even an online web store, our firm can help.

Consulting Services Our company offers a wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line.

Estate Planning Our firm offers estate planning services so you can minimize both federal and state estate tax liabilities. We will endeavor to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies.

Estate, Gift and Trust Tax Return Preparation Our firm provides expert preparation of federal and state estate, gift, and trust tax returns.

Financial Planning We offer financial planning services to help you and your family plan for a successful future.

Financial Statements Our firm prepares professional, GAAP-compliant financial statements as well as tailor-made financial analyses that can help business owners and managers eliminate inefficiency and realize a businesss full profit potential.

IRS and State/Local Representation Our firm knows the tax laws, and we know how your tax return was prepared. We can provide complete representation services before the IRS as well as state and local taxing authorities. We are also experienced in negotiating Offers in Compromise with the IRS.

Management Advisory Services Our firm offers complete management advisory services, including systems implementation and management, cost controls, employee benefit plan restructuring, and much more.

Payroll Services Our firm offers complete payroll preparation and payroll tax reporting services. We prepare all federal and state returns and offer full magnetic media and electronic filing capabilities.

Retirement Planning It is never too early to start planning for retirement. If you want to live the same lifestyle--or an even better one--than you do now, you need to start planning for retirement...NOW. We can analyze your projected income and expenses and suggest investment funding techniques to help you make sure that your golden years 10, 20, and even 50 years from now live up to your expectations.

Reviews and Compilations Our firm offers these value added financial statement services. Contact our staff on how these services may add value to your business.

Sales Tax Services Our firm prepares all sales tax filings and offers full sales tax audit representation.

Tax Planning Our firm continuously monitors federal, state, and local tax law changes to allow its clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing. Of course, we offer full tax preparation and filing services.

Tax Preparation Our firm offers professional preparation of all federal, state, and local tax returns at competitive, affordable rates.

Tax Services Our firm offers a full range of tax planning and compliance services. We will work with you year-round if necessary in order to minimize your total tax burden. Our firm also prepares all federal, state and local tax returns for individuals and businesses.

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