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 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 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 offers a complete array of financial planning services
and will work closely with you to help you achieve your
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 provides full-charge bookkeeping services, including
general journal and subsidiary ledger maintenance, bank
statement reconciliation, and receivables and payables tracking
& 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 professional preparation of all federal, state,
and local tax returns at competitive, affordable
& Profit Sharing Plans
Would you like help setting up a pension or profit sharing
plan? Talk to us!
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 knows the tax laws, and we know how your tax return
was prepared. We can provide complete representation services
before the IRS as well as state and local taxing authorities.
We are also experienced in negotiating Offers in Compromise
with the IRS.
Review, and Audit Services
Our firm provides professional compilation, review, and audit
services to businesses of all sizes. We can quickly compile
your financial records into meaningful GAAP-compliant financial
statements, offer limited-scope review testing, and can deliver
complete audit attestation.
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.
Our firm will perform a custom portfolio analysis and review
the risks and returns of specific investments including stocks,
bonds, REITs, and limited partnerships. We will also determine
an optimal asset allocation for you by taking your unique
personal and financial goals and resources into
Our firm offers full Review and Compilation services for small
to medium sized firms.
Our firm prepares all sales tax filings and offers full sales
tax audit representation.
Gift and Trust Tax Return Preparation
Our firm provides expert preparation of federal and state
estate, gift, and trust tax returns.
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