Our Services

Our firm offers a wide range of services to our individual and business clients. Due to our size, our clients benefit by getting personalized, quality service directly from experienced professionals. Listed below are the services we offer to our clients along with a brief description.


Be sure to ask about a service if you do not see it on the list. If it is not a service we provide, we would be happy to refer you to a qualified professional.

Accounting

  • Audits, Reviews, and Compilations

  • Accounting Services

  • Financial Statements

Tax Services

  • Estate and Trust Tax Preparation

  • Tax Planning and Preparation

  • Divorce and Support Issues

Consulting

  • Business Valuations

  • Financial & Retirement Decisions

  • Estate Trust and Gift Planning

AUDITS, REVIEWS AND COMPILATIONS

We provide financial reporting on all three levels of assurance:

  • Audit- an intensive examination with the highest level of assurance

  • Review - some analytical procedures conducted with limited assurance

  • Compilation - based upon client information provided and used primarily for internal use.

ACCOUNTING SERVICES

Providing financial information to our clients in a timely and accurate manner what we strive for. Meaningful, well-organized financial records ensure that your business operations will run more efficiently. Our firm provides a full range of cost effective accounting services including the following:

  • General ledger & financial statement preparation

  • Bookkeeping (Monthly/Quarterly/Annual)

  • Accounting system setup for new businesses

  • Payroll services

  • Business tax return preparation (Sales & Use/Business Property)

  • Personal financial statements

FINANCIAL STATEMENTS

 

We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.

Accounting

 

TAX SERVICES

 

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

  • Tax planning & return preparation

  • Individuals

  • Corporations

  • Partnerships

  • LLCs/LLPs

  • Estates, trusts & gift

  • Not-for-profit organizations

  • Taxing authority representation

  • Divorce and support issues

  • Tax effects of buying/selling a business

ESTATE & TRUST TAX PREPARATION

 

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

TAX PLANNING & PREPARATION

Tax planning and preparation for individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

Tax Services

 

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. The following is just a few of the areas in which we provide consulting services

  • Accounting software selection and implementation

  • Type of entity selection

  • Buying/selling a business

  • Financial & retirement decisions

  • Estate, trust & gift planning