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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 tern financial situation 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
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