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.
 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, we can develop tax strategies that take advantage of new tax laws and legislation
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
- Bank, Credit Card Reconciliation
- Payroll Services
As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.
Financial Statements
We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.
Business Startup Assistance
A lot of people dream of being their own boss—especially in a difficult economy where sometimes the best way to find your next job is to create it. Sure the hours can be long, the pay low in at least the early years, and the possibility of failure daunting, but there's something about growing your own business that can make the effort worthwhile in the long run. We love to help you to get started on the right track.