Services


Our firm has the resources, experience, and depth of knowledge to offer the following services to both individuals and businesses. We can deliver the services you need in a professional, fast, and cost-efficient manner. 

Bookkeeping/Write-Up

Our firm provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis.


Tax Preparation

Our firm offers professional preparation of all federal, state, and local tax returns. Included are returns for individuals, corporations, partnerships and LLC's, estates and trusts, gift taxes and not-for-profit entities.


Tax Planning


Our firm continuously monitors federal, state, and local tax law changes to allow its clients to minimize current and future tax liabilities. We are available during the year to monitor our clients' tax situations and plan the most tax-efficient strategies before the year ends. Of course, we offer full tax preparation and filing services.


Accounting Services


Our firm provides professional compilation, review, and audit services to businesses of all sizes.
 We prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and other third parties. Our firm will also prepare custom financial reports for internal use to help business owners manage their businesses more efficiently.


Payroll Services


Our firm offers complete payroll preparation and payroll tax reporting services.


Sales Tax Services


Our firm prepares all sales tax filings and offers full sales tax audit representation.


Personal Financial Planning

We will prepare a customized personal financial plan that will help you put your financial house in order by integrating the following elements into the plan: retirement planning, estate planning, insurance needs, investment strategies, tax and cash flow analyses.


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.


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 can analyze your projected income and expenses and suggest investment funding techniques to help you make sure that your golden years 10, 20, and even 50 years from now live up to your expectations.


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.