Services
Our firm offers a wide range of services to our individual and business clients. Being a relatively small firm, we are able to offer our clients personalized quality service. 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.

(Click Service Title For Details)

Tax Services

Tax Planning

Tax planning is an essential element of the tax preparation process.  Whether you are an individual or a multi-tiered entity, we can develop tax strategies that take advantage of new tax laws and legislation.

By making tax planning part of your overall business and personal strategy, you can use our experience and knowledge of the most current developments in the tax laws to generate an efficinet tax plan for your current and future tax liabilities.

Tax Preparation

Our extensive experience in tax compliance along with our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare income tax returns for various types of entities including individuals, corporations, partnerships, Limited Liabilty Companies, and trusts.

Gifts and Trust Tax Preparation

Working along side our clients' legal councils to provide effective estate and gift planning for the orderly transfer of assets to beneficiaries and the surviving spouse in order to  reduce or eliminate the tax effect of such transfers is part of the services we provide to our clients.  

For business owners, providing for business continuity and succession of ownership is essential.  As part of our services, we assist our clients with the process of getting thier financial affairs in order.

Sales & Use Tax Services

Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

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 impliment a payroll system and prepare all necessary payroll tax returns in a timely manner.

Representation before Federal and States Taxing Authorities

During our years of experience dealing with many taxing authorities, we have achieved the level of competence that ensures our clients they are being properly represented before the various federal and state tax agencies.

Consulting Services

Business Consulting

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.

Business Entity Selection

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

Retirement Planning

Retirement Planning is an essential part of your financal plan.  Successful implementation and periodic review of your financial plan will ensure financial independence through your retirement years. 

we can help you assess your future financial needs and develop strategies that will enable you to achieve your financial goals and strengthen your future financial security.

Accounting Services

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:

  • Financial statement preparation (Compilation Services)
  • Accounting system setup for new businesses
  • Bookkeeping (Monthly/Quarterly/Annual)
  • In house Payroll services and third party payroll serivce providers
  • Business tax return preparation (Sales & Use tax, Business Property, City Business tax)
  • Personal financial statements

Cash Flow & Budgeting Analysis

A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

Financial Forecasts & Projections

Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, we can assist you in achieving your company's financial goals.

Bookkeeping/Write-Up

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. We can assist you with the day-to-day tasks associated with bookkeeping.

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