Our Services

gallery-22440726-xs.jpg gallery-50200894-xs.jpg gallery-53027164-xs.jpg payroll_w2 gallery-51782972-xs.jpg
Accounting Services Tax Services Business Services Payroll Services Financial services


Accounting Services
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 & Implementation
    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 effectively.

  • Bookkeeping/Write-Up Services
    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 Services
    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 attestation.
  • Financial Statements
    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 potential.

Tax Services
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.

  • Tax Planning
    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.

  • Tax Preparation
    Our firm offers professional preparation of all federal, state, and local tax returns at competitive, affordable rates.

  • 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 Preparation
    Our firm provides expert preparation of federal and state estate, gift, and trust tax returns.

Payroll Services
Our firm offers complete payroll preparation and payroll tax reporting services. We prepare all federal and state returns and electronic filing capabilities.

Attest Services
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 deadlines.

Business Consulting
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 your business.

  • 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 considerations.

  • Business Valuations
    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 compliance.

  • 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.

  • Internet Commerce
    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 indispensable.

  • Computer Consulting
    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 more.

  • 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 contingencies.

Financial Planning
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 many more.

  • Estate Planning
    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 levies.

  • Investment Review
    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 repackaging.

  • Education Funding
    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.

  • Retirement Planning
    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 your expectations..