Services



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 cost-efficient manner. 

Tax Preparation
Our firm offers professional preparation of all federal, state, and local tax returns at competitive, affordable rates.

Business Valuations
Our firm provides cost-effective business valuation services, quickly and efficiently.

Buying & 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.

Pension & Profit Sharing Plans
Would you like help setting up a pension or profit sharing plan? Talk to us!

Asset Protection
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.

Cash Flow & 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.

Tax Services
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 businesses.

Consulting Services
Our company offers a wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line.

Accounting Software Selection
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.

Financial Planning
Our firm offers a complete array of financial planning services and will work closely with you to help you achieve your financial goals.

Retirement Planning
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 expectations.

Estate Planning
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.

Financial Statements
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.

Financial 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 contingencies.

Accounting Services
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 use.

Bookkeeping/Write-Up
Our firm provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis.

Computer Consulting
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.

Litigation Support
We can provide a full range of assistance for you and your legal counsel.

Payroll Services
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 firm.

Estate, Gift and Trust Tax Return Preparation
Our firm provides expert preparation of federal and state estate, gift, and trust tax returns.

Management Advisory Services
Our firm offers complete management advisory services, including systems implementation and management, cost controls, employee benefit plan restructuring, and much more.

Tax Planning
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 services.

Sales Tax Services
Our firm prepares all sales tax filings and offers full sales tax audit representation.