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. 

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Tax Planning 

Our firm continuously monitors federal, state, and local tax law changes to allow our 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.

Consulting Services
Our firm offers a wide range of consulting services to help you improve business operations, increase the bottom line, and increase your quality of life. Whether you need help with financial matters, management issues, customer/vendor relationships, or just need a sounding board for new ideas, our professionals are ready to serve your needs.

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.

Tax Preparation
Our firm offers professional preparation of all federal, state, and local tax returns. We don't just fill-in the forms, we ensure that you maximize your tax advantages, while giving you peace of mind that we stand behind our work.

Financial Planning
Our firm works with highly qualified advisors that can help you realize your optimum investment plan for paying for your child's college, your retirement and beyond.

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.

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.

Management Advisory Services
Our firm offers complete management advisory services, including business development planning, 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 Statements
Our firm provides professional compilation services to small to mid-sized businesses. We can quickly compile your financial records into meaningful GAAP-compliant financial statements.

Business Succession Planning
Our firm can analyze your needs and help implement a plan to insure the smooth transition to the next generation or new owner in the event of sale.

Pension & Profit Sharing Plans
Our firm works with highly qualified financial planners and plan administrators to determine the best plan for your company and assist with implementation. Not sure your current plan is fulfilling it's purpose? Let us review your plan to ensure that you are taking full advantage of both the tax rules and investment vehicles.

Accounting Services
Our firm offers a complete range of accounting services including general ledger review, assistance with adjusting journal entries, monitoring payables, receivables and payroll. We can also create useful reports to assist management. Whatever your situation, we custom tailor our accounting services to fill your needs.

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.

Accounting Software Selection & Implementation
Need help with accounting software selection and implementation? Our firm will help you select the software that is right for your needs, assist with implementation, and teach you and your staff how to use it effectively.