Our Services
We understand that financial peace of mind is primary to everyone and we commit the resources,
experience and depth of knowledge to help our clients achieve this goal.
We provide the following services in a professional, fast, and cost-effective manner.
Accounting Services
Our firm is committed to providing a complete range of accounting services to our clients in a timely and accurate manner. We provide the highest standards of services without sacrificing personalization. Our goal is to help our clients succeed.
Accounting Software Selection and Implementation
We realize how critical the selection of software is to your business. We will work with your staff and outside vendors to help you in the choosing of and training in a software package that is suited to your needs.
Attest Services
We provide both limited and full scope attest services to satisfy your needs. We prepare financial statements in accordance with Generally Accepted Accounting Principals (GAAP) for use by bankers, investors, and third parties. We will also prepare custom financial reports for internal use.
Bookkeeping and Write-Up Services
We provide full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis.
Business Succession Planning
Building a business, accumulating wealth, and achieving financial independence is what you have worked for. Providing business continuity and succession of ownership is essential. We will discuss with you many courses of action that will leave your heirs with a business that is thriving.
Compilation, Review, and Audit Services
We provide professional compilation, review, and audit services to businesses of all sizes. We will quickly compile your financial records into meaningful GAAP-compliant financial statements, offer limited-scope review testing, and can deliver complete audit attestation.
Consulting Services
There are many decisions to make for personal and business success. If you are starting a business we offer guidance in the proper organizational structure as well as assist you in securing funding. If you are an established business we can identify the areas that are negatively impacting your business and help you implement solutions.
Estate Planning
Proper estate planning can be done at anytime and can reduce both federal and state estate tax liabilities. We will work with you to provide security for your surviving spouse, ease of asset transfer to your heirs, and peace of mind.
Estate, Gift and Trust Tax Return Preparation
We provide expert preparation of federal and state estate, gift, and trust tax returns. We will guide you through the process of gathering all the information necessary to provide accurate returns in order to complete them in a timely manner.
Financial Forecast and Projections
We provide complete financial and business forecasting services. Using analysis tools we can help you foresee and plan for business growth and avoid pitfalls.
IRS and State Representation
We are versed in tax laws and know how your return was prepared. We can provided representation before the Internal Revenue Service and State taxing authorities. If necessary, we can also negotiate Offers in Comprise with the Internal Revenue Service.
Payroll Services
We offer complete payroll support, from preparation to payroll tax reporting. We will also prepare year-end filings and 1099’s.
Pension and Profit Sharing Plans
Whether you are retiring in 10, 20, 30, or 40 years, now is the time to plan your retirement. We can help to ensure that you will live in the same, if not better lifestyle than you are now, with proper income and expense projections, planning investment funding and management techniques, to make your retirement years truly golden ones.
Sales Tax Services
We can prepare and file all sales tax forms and provide sales tax audit representation.
Tax Planning and Preparation
We are up-to-date on the latest tax laws and provide complete tax return preparation and filings for the federal government and all 50 states. We can help you take advantage of all the deductions and credits allowed by law to maximize your tax savings.