Our firm offers a wide range of services to our individual and business clients. As a client, you will get personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients.
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.
Accounting Services
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 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
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
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
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
Certified QuickBooks Pro Advisor ®
We are a Certified QuickBooks Pro Advisor ®. We can assist you in QuickBooks ® Setup, Training, and Reporting.