| 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. |
| (Click Service Title For Details) |
| 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
*Bookkeeping (Monthly/Quarterly/Annual)
*Accounting System setup for new businesses
*Business Tax Return preparation (Sales & Use/Business Property)
*Personal Financial Statements
*Quickbooks Services |
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| Consulting Services |
| We gauge our worth by the personal and business successes of our clients. 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:
*Type of Entity selection
*Business Agreements
*Buy/Sell Agreements
*Financial & Retirement decisions
*Estate, Trust & Gift Planning
*Asset Protection
*Closely held companies
*Compensation/Retirement Funding |
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| Tax Services |
| We prefer to take a proactive 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
- Retirement Plans
- Not-for-Profit Organizations
*Taxing Authority Representation
*Tax effects of Buying/Selling a Business |
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