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Services

Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.


Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

  • General ledger & financial statement preparation in your office or ours.
  • Accounting system assistance for new businesses.

Audits, Reviews, and Compilations

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's or organization's profitability and efficiency. 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

Bookkeeping

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

Financial Statements

We can assist you in the preparation of your financial statements in accordance with professional standards. The financial statements produced can be a useful tool for management for making financial decisions.

Business 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.

Computer Consulting

Whether you are contemplating the addition of new computer hardware or overhauling your network, our experienced associates can assist you with many of the difficult decisions that must be made when designing your business' computer systems.

Financial Planning

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, our experienced associates can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

Tax Planning & Preparation

Tax planning and preparation form a winning combination for our successful 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

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
  • Not-for-profit organizations
  • Taxing authority representation
  • Tax effects of buying/selling a business

Payroll Services

As a business grows, it must hire more employees, which can result in increased payroll administration. We can introduce you to our experienced associates who can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our associates can also provide you with a reliable payroll system and prepare all necessary payroll tax returns and submit your payroll taxes in a timely manner.


Information Request for Services Listed Above