Our Firm offers a complete range of accounting services,
including receivables, payables, and payroll management. We
prepare financial statements in accordance with Generally
Accepted Accounting Principles (GAAP) and Other Comprehensive
Bases of Accounting (OCBOA) for use by banks, investors, and
other third parties. Our firm will also prepare custom
financial reports for internal, managerial use.
Accounting Software Selection &
Need help with accounting software selection and
implementation? Our firm will help you select the software
that's right for you and will teach you how to use it
Our firm provides full-charge bookkeeping services,
including general journal and subsidiary ledger
maintenance, bank statement reconciliation, and
receivables and payables tracking and analysis.
Compilation, Review, and Audit
Our firm provides professional compilation, review, and
audit services to businesses of all sizes. We can quickly
compile your financial records into meaningful
GAAP-compliant financial statements, offer limited-scope
review testing, and can deliver complete audit
Our firm prepares professional, GAAP-compliant financial
statements as well as tailor-made financial analyses that
can help business owners and managers eliminate
inefficiency and realize a businesss full profit
Our firm offers a full range of tax planning and compliance
services. We will work with you year-round if necessary in
order to minimize your total tax burden. Our firm also
prepares all federal, state and local tax returns for
individuals and businesses.
Our firm continuously monitors federal, state, and local
tax law changes to allow its clients to minimize current
and future tax liabilities. If necessary, we can implement
tailor-made due-date tax compliance monitoring systems to
prevent costly interest and penalty assessments
attributable to late filing. Of course, we offer full tax
preparation and filing services.
Our firm offers professional preparation of all federal,
state, and local tax returns at competitive, affordable
IRS and State/Local Representation
Our firm knows the tax laws, and we know how your tax
return was prepared. We can provide complete representation
services before the IRS as well as state and local taxing
authorities. We are also experienced in negotiating Offers
in Compromise with the IRS.
Sales Tax Services
Our firm prepares all sales tax filings and offers full
sales tax audit representation.
Estate, Gift and Trust Tax Return
Our firm provides expert preparation of federal and state
estate, gift, and trust tax returns.
Our firm offers complete payroll preparation and payroll tax
reporting services. We prepare all federal and state
returns and electronic filing capabilities.
Our Firm offers both limited and full scope attest services.
We will gladly work with your bank or other financing
institution to determine whether a limited review or full
scope audit is necessary. We pledge to deliver cost-efficient
attest services in accordance with your mandatory reporting
Our goal is help your small or mid-sized business succeed, no
matter what the economic climate. To this end we offer a wide
range of consulting services to help you improve business
operations, boost efficiency, and increase the bottom line.
Whatever you needs, our experienced team of business
consultants has the experience to help you grow and manage
Business Succession Planning
Stop wondering if and how your business will continue
without you there. As consultants in business
succession planning, our firm can suggest many courses of
action to provide assurance that your business will enjoy a
smooth continuance and that your heirs and business
associates will be well protected.
Mergers & Acquisitions
Our firm are experienced Mergers and Acquisitions
counselors that can help you perform all requisite
financial analysis and due diligence. We will help guide
you through alternative financing, financial disclosure,
non-compete agreements and a myriad of other M & A
Our firm provides cost-effective business valuation
services, quickly and efficiently.
Employment Benefit Plans
We can help you establish comprehensive employee benefit
plans and can review your existing plans for ERISA and tax
Buying & Selling a Business
Our firm advises prospective business purchasers about
local market conditions, industry trends, and the financial
condition of an acquisition candidate. If you are selling a
business, we can offer advice for obtaining the best
possible sales price and contract payout terms.
Our firm is well aware of the tax compliance and
technological challenges you face when you are considering
Internet Commerce ventures. We will be happy to help.
Cash Flow & Budgeting Analysis
Our firm offers expert cash flow and budgeting analyses
that can help you minimize cost overruns, lost purchase
discounts, and uncollectable receivables. Many of our
clients state that these value-added services are
You are ready to move into the computer age, but you have
fears of expensive, unsuitable software, fourteen year-olds
hacking into your server, and systems crashing. We
understand your fears and we will work with you to set up
an efficient, user-friendly computer system. Our
business-savvy computer technicians and programmers can
explain even the most advanced high-tech concepts in plain
English. Whether you want to set up a computerized
accounting system, a computer network, or even an online
web store, our firm can help.
Management Advisory Services
Our firm offers complete management advisory services,
including systems implementation and management, cost
controls, employee benefit plan restructuring, and much
Financial Forecast and Projections
Our firm provides complete financial and business
forecasting services, including proforma projections. We
will also customize -What If- planning scenarios to help
management foresee and plan for unexpected business
Our firm offers a complete array of financial planning
services and will work closely with you to help you achieve
your financial goals. We will help you determine your net
worth and plan a workable budget to meet your expenses. Our
financial planning services include investment counseling,
retirement planning, college funding, estate planning, and
Our firm offers estate planning services so you can
minimize both federal and state estate tax liabilities. We
will endeavor to protect your heirs from the unneeded
emotional devastation that can be caused by estate tax
Our firm will perform a custom portfolio analysis and
review the risks and returns of specific investments
including stocks, bonds, REITs, and limited partnerships.
We will also determine an optimal asset allocation for you
by taking your unique personal and financial goals and
resources into account.
Debt And Financial Services
Many Americans are facing the pain of large credit card or
student loan balances that they do not know how to pay off.
We offer complete debt and financial counseling services,
including installment debt consolidation, refinancing, and
The costs of a college education are continually rising,
far outstripping the normal rate of inflation. We will help
you determine your best approach to save for your
children's education, which could be either a 529
plan, prepaid tuition plan, or Coverdell account.
We'll also help you take advantage of other
tax-favorable treatment of education expenses, such as the
Hope and Lifetime Learning Credits.
It is never too early to start planning for retirement. If
you want to live the same lifestyle--or an even better
one--than you do now, you need to start planning for
retirement...NOW. We will help you compare the relative
benefits of stocks, bonds, and other retirement assets, and
will explain the differences between such retirement plans
as standard IRAs, tax-deferred annuities, and Roth IRAs. We
can analyze your projected income and expenses and suggest
investment funding techniques to help you ensure your
golden years 10, 20, and even 50 years from now live up to