Our firm has the
resources, experience, and depth of knowledge to offer the
following services to both individuals and businesses. We can
deliver the services you need in a professional, fast, and
Our firm offers professional preparation of all federal, state,
and local tax returns at competitive, affordable
Our firm provides cost-effective business valuation services,
quickly and efficiently.
& Selling a Business
Our firm advises prospective business purchasers about local
market conditions, industry trends, and the financial condition
of an acquisition candidate. If you are selling a business, we
can offer advice for obtaining the best possible sales price
and contract payout terms.
& Profit Sharing Plans
Would you like help setting up a pension or profit sharing
plan? Talk to us!
We will determine the replacement cost of your existing assets
and evaluate the adequacy of your insurance policies, sinking
funds, and self-insurance as appropriate.
& Budgeting Analysis
Our firm offers expert cash flow and budgeting analyses that
can help you minimize cost overruns, lost purchase discounts,
and uncollectable receivables. Many of our clients state that
these value-added services are indispensable.
Our firm offers a full range of tax planning and compliance
services. We will work with you year-round if necessary in
order to minimize your total tax burden. Our firm also prepares
all federal, state and local tax returns for individuals and
Our company offers a wide range of consulting services to help
you improve business operations, boost efficiency, and increase
the bottom line.
Need help with accounting software selection and
implementation? Our firm will help you select the software
that''s right for you and will teach you how to use it
effectively. From off the shelf programs such as Quickbooks and
Peachtree Accounting, to mid-level programs such as MAS90 and
CSI Client, we will step you through the process of purchase,
installation, and training.
Our firm offers a complete array of financial planning services
and will work closely with you to help you achieve your
It is never too early to start planning for retirement. If you
want to live the same lifestyle--or an even better one--than
you do now, you need to start planning for retirement...NOW. We
can analyze your projected income and expenses and suggest
investment funding techniques to help you make sure that your
golden years 10, 20, and even 50 years from now live up to your
Our firm offers estate planning services so you can minimize
both federal and state estate tax liabilities. We will endeavor
to protect your heirs from the unneeded emotional devastation
that can be caused by estate tax levies.
Our firm prepares professional, GAAP-compliant financial
statements as well as tailor-made financial analyses that can
help business owners and managers eliminate inefficiency and
realize a businesss full profit potential.
Forecast and Projections
Our firm provides complete financial and business forecasting
services, including proforma projections. We will also
customize - What If - planning scenarios to help management
foresee and plan for unexpected business
Our Firm offers a complete range of accounting services,
including receivables, payables, and payroll management. We
prepare financial statements in accordance with Generally
Accepted Accounting Principles (GAAP) for use by banks,
investors, and other third parties. Our firm will also prepare
custom financial reports for internal, managerial
Our firm provides full-charge bookkeeping services, including
general journal and subsidiary ledger maintenance, bank
statement reconciliation, and receivables and payables tracking
You are ready to move into the computer age, but you have fears
of expensive, unsuitable software, fourteen year-olds hacking
into your server, and systems crashing. We understand your
fears and we will work with you to setup an efficient,
user-friendly computer system. Our business-savvy computer
technicians and programmers can explain even the most advanced
high-tech concepts in plain English. Whether you want to set up
a computerized accounting system, a computer network, or even
an online web store, our firm can help.
We can provide a full range of assistance for you and your
Once you have trusted us to handle your tax and accounting
services, trusting us to handle your payroll needs is the next
logical step that will simplify your business life. We provide
a comprehensive payroll service that is customized for your
specific needs—giving you flexible personalized service
from our knowledgeable staff. Our firm offers you a complete
payroll service that includes check printing, direct deposit of
paychecks, tax filings, complete compliance, and more. You will
receive all the payroll reports you need to run you business
most efficiently, and you will also get personalized
professional advice on all payroll matters for your
Gift and Trust Tax Return Preparation
Our firm provides expert preparation of federal and state
estate, gift, and trust tax returns.
Our firm offers complete management advisory services,
including systems implementation and management, cost controls,
employee benefit plan restructuring, and much more.
Our firm continuously monitors federal, state, and local tax
law changes to allow its clients to minimize current and future
tax liabilities. If necessary, we can implement tailor-made
due-date tax compliance monitoring systems to prevent costly
interest and penalty assessments attributable to late filing.
Of course, we offer full tax preparation and filing
Our firm prepares all sales tax filings and offers full sales
tax audit representation.