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 can not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis.

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.

Consulting Services

With decades of cumulative experience with today's top accounting platforms, our team guides clients to the technology that aligns with their budget, capabilities, and business goals. Let us match you with the perfect software solution.

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not 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

  • Bookkeeping (Monthly/Quarterly/Annual)

  • Accounting system setup for new businesses

  • Computerized payroll services

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

  • Personal financial statements

  • Litigation support

Accounting Services

  • 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.

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

Tax Services

  • 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.

  • As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.

  • 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.

Consulting Services

With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, we are exposed to most programs through trade journals and actual use. Our experienced staff can help you choose and implement the system that best fits your needs.

  • Choosing the right accounting software is a crucial decision for any business, but with the multitude of options on the market, it can feel overwhelming. As your trusted accounting advisors, we guide clients through the software selection and implementation process from start to finish.

    First, we take the time to thoroughly understand your business and its specific accounting needs. Do you need robust inventory management capabilities? Powerful reporting and analytics? Strong payment processing integrations? By identifying your must-haves, we can narrow down the choices to the solutions that are the best match.

    Next, we provide side-by-side comparisons of the top contenders, outlining the pros and cons of each based on factors like ease of use, scalability, and cost. We also conduct product demos to give you a firsthand look at how the software operates.

    Once you've selected the right software for your organization, we handle the implementation including data migration, software configuration, staff training, and testing. We become your partner, ensuring the transition is smooth and the solution works effectively from day one. Even after go-live, we continue providing support to optimize use of the software.

    With decades of cumulative experience with today's top accounting platforms, our team guides clients to the technology that aligns with their budget, capabilities, and business goals. Let us match you with the perfect software solution.

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