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.

Tax Services
Accounting Services
General Accounting
Financial Accounting
Consulting Services

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Tax Services
No one likes to pay more than their fair share of income taxes. In order to minimize the amount you owe, prior planning and preparation is a must. The time to start is now! Don't wait until the taxes are due to consider various tax planning strategies. Planning ahead will ensure that you have adequate time to implement the strategies so that you will pay your fair share of federal, state, and local taxes and not one dime more. Below are the some of the ways we can help.
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 Tax

- Not-for-profit organizations

- Taxing authority representation

- Divorce and support issues

- Tax effects of buying/selling a business



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/Annually)

- Accounting system setup for new businesses

- Computerized payroll services

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

- Personal financial statements

- Litigation support



General Accounting
Could you use more time in your daily schedule? As a business owner, you have many important things to do. Unfortunately, accounting duties, while necessary and required, can take a great deal of time, as well as a complete understanding of the most current laws and statutes. Make a mistake and it could cost you heavily in penalties and in lost time. Additionally, without a good financial record keeping accounting system and setup, it may be hard for you to know the financial impact of any given course of action. When you entrust us with the task of maintaining your general accounting, you will have more time to spend running your business. We can help give you more hours in your day.

- General Ledger Accounting

- Financial Statement Preparation

- Payroll Preparation and Reporting

- Accounts Payable and Accounts Receivable

- Other Requirements



Financial Accounting
Failing to plan is akin to planning to fail. We can review and calculate your potential tax liability under an entire range of options. Additionally, we can review your investment and savings strategies, from a tax perspective, to take advantage of all the available tax breaks and tax-exempt savings products. Our experienced CPA may even be able to offer answers to questions you have not even considered before.

- Setting Financial Goals

- Educational Planning

- Retirement Planning

- Estate Planning



Consulting Services
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: