Services

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. If it is not a service we provide, we would be more than happy to refer you to a qualified professional. (Click Service Title For Details)

  • Online Tax Preparation
  • Other Services
  • Accounting Services
  • Reviews & Compilations
  • Bookkeeping/Write-Up
  • Tax Services
  • Tax Planning & Preparation
  • Consulting Services
  • Debt & Financing Services   

    Online Tax Preparation Online Tax Preparation  - E-file

    Save time and money by preparing and filing your federal and state individual income tax returns online! Click the button above for more information.

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    Other Services

    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

    • Investment review

    • Cash flow forecasting

    • Employee benefit plans

    • Internet commerce

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    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:

    • 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

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    Reviews & Compilations

    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 two 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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    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.

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    Tax Services

    We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

    • Tax planning & return preparation for:

      • 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

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    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 multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

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    Consulting Services

    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

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    Debt & Financing Services

    Debt management and the evaluation of financing options are issues that an experienced professional deals with every day. Let us use our experience to assist you in securing financing for your personal or business needs or consolidating your current debt to a more manageable level.

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