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.

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.

Business Entity Selection

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations.

With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

Business Succession Planning

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations.

With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

Cash Flow & Budgeting Analysis

A business can be profitable and still run into trouble due to cash flow issues.

We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

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.

Compilations and Review

To assist with financial management and creditor requirements, we provide a full range of compiled and reviewed financial statements.

Our partners have extensive audit experience, but due to our small staff, we do not perform opinion audits. We help clients implement accounting systems and internal controls that auditors expect.

Our experience and professional connections allow us to connect clients who need an audit with quality firms who charge reasonable rates.

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.

Payroll Reports & Compliance

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.

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.

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.