Services
  

We are a full service accounting firm providing tax preparation services, tax planning, auditing, compilations, reviews, bill paying, bookkeeping preparation, payroll and sales tax services, as well as W-2 and 1099 preparation. We prepare budgets, forecasts, loan projections, estate planning and many other special projects. Our firm puts a major emphasis on business consulting to give our clients the best financial advice possible.


We require all staff to obtain relevant timely continuing education each year. Each project once completed has been through a review process. We participate in the AICPA peer review program to insure quality services.


Our services are designed to assist our different types of clients.


Services for individuals – the near and long term financial situations are concerns for many individuals which we address with the following services:

  • Individual income tax return preparation
  • Income tax planning
  • Retirement planning
  • Estate planning
  • Elder accounting services
  • Personal bill paying services
  • Household employee payroll services



    Services for business clients – in order to make informed business decisions, one must have timely and accurate accounting information which we address with the following services:

  • Manual and computerized accounting system consulting
  • Payroll services
  • Accounting services
  • Payroll tax and sales tax services
  • General business consulting
  • Human relations consulting
  • Retirement plan consulting
  • Employee benefit plan consulting
  • Business budgeting and forecasting
  • Compilation, Review and Audit services
  • Tax planning
  • Succession planning
  • Lease vs. buy consulting
  • Capital asset acquisition consulting



    Services for clients with special needs – clients often find themselves in the need of some specialized service. We address those needs with a service which meets the clients requirements. These types of services include:

  • Litigation support
  • Business valuations
  • Other special project consulting