Services
Bookkeeping/Write-Up
We provide full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis.
Cash Flow & Budgeting Analysis
We offer 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.
Financial Forecast and Projections
We provide 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
We prepare professional, financial statements per Income Tax Basis.
Tax Services
We offer 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
We continuously monitor federal, state, and local tax law changes to help our clients 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
We offer professional preparation of all federal, state, and local tax returns at competitive, affordable rates.
IRS and State/Local Representation
We know 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.
Payroll Services
Please view our Payroll Service's page.
Sales Tax Services
We prepare all sales tax filings and offer full sales tax audit representation.
Estate, Gift and Trust Tax Return Preparation
We provide expert preparation of federal and state estate, gift, and trust tax returns.
Accounting Software Selection & Implementation
Need help with accounting software selection and implementation? We will help you select the software that's right for you and will teach you how to use it effectively. Be sure to view the Web Based Accounting page. It is our most usable plan for you.
Benefit Plan Services
We can help your firm weigh the complex benefits and costs posed by todays qualified and nonqualified pension and profit sharing plans, including 401(k), SEP, SEP IRA, Keogh, life insurance and health insurance plans.
Business Succession Planning
Stop wondering if and how your business will continue without you there. As experts in business succession planning, we 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.
Buying & Selling a Business
We advise 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.
Consulting Services
We offer a wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line.
Estate Planning
We offer 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.
Financial Planning
We offer a complete array of financial planning services and will work closely with you to help you achieve your financial goals.
Investment Review
We do not sell products. However, we will help you understand the various investment vehicles available, the risk level and what we believe are the pros and cons of each.
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.
Asset Protection
We will determine the replacement cost of your existing assets and evaluate the adequacy of your insurance policies, sinking funds, and self-insurance as appropriate.
Employment Benefit Plans
We can help you establish comprehensive employee benefit plans and can review your existing plans for ERISA and tax compliance.
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