Client 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. 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

Compilations

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Compilations differ from reviews and audits as they are based upon client information provided and used primarily for internal use only as no assurance is expressed.

Financial Forecasts & Projections

Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.

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.

Bookkeeping (Monthly/Quarterly/Annually)

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. We understand the importance of making sure all accounts remain reconciled in a timely manner. We can provide as much or as little assistance as you require based on the complexity of your business, and the training and expertise of your staff.

Tax Services

Tax Preparation

Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, and estates.

Tax Planning

Tax planning is an important aspect of your total financial planning process. By reviewing your current financial situation, we can identify individualized strategies that will minimize your tax liability now and in the future. Businesses and individuals are faced with constantly changing tax laws at both the state and national level. Our tax professionals are specialists in tax law at the federal, state and local levels. We are dedicated to utmost accuracy, thorough research, and extensive knowledge of tax codes and current legislation. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year.

IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

Sales Tax Services

Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

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.

Consulting Services

Personal & 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. 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

Other Services

Certified QuickBooks Pro Advisor ®

We are a Certified QuickBooks Pro Advisor ®. We can assist you with the initial design of your business’ chart of accounts and financial statement format. We are experienced with successfully training individuals having a wide diversity of backgrounds and can help get your business running efficiently out of the gate. We can provide these services in your office or our office, as well as having you upload your data files for us to do an interim review of your company’s initial transactions. We can assist and communicate with you in a number of flexible ways to aid you in establishing an accurate accounting system.

Notary Public

We have a Notary Public on staff and would be happy to notarize your important documents.

HomeFirm ProfileClient ServicesAlertsInfo CenterNewslettersFinancial ToolsLinksOur Team