| 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.
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| (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 - as often as you need (monthly, quarterly, annually)
Bookkeeping - preparatation/assistance with maintenance of required records. Whether its bank reconciliations or journal preparation, we can help
Accounting system setup for new businesses
Computerized payroll services
Personal financial statements
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| 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:
Accounting software selection and implementation
Type of entity selection
Business valuations
Buying/selling a business
Computer systems
Personal financial planning - taking the complex choices in planning your financial future and making them easy to understand in order to create the right fit for your short and long-term goals
Financial & retirement decisions - we can help you set financial goals for your retirement years
Estate, trust & gift planning
Start-up and growing business services - assistance with evaluating business opportunities, negotiating loans, hiring personnel, and developing personnel procedures. |
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| Tax Services |
| 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
- Not for-profit organizations
Taxing authority representation
Divorce and support issues
Tax effects of buying/selling a business |
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| Other Services |
| Due to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas, many of which are listed below. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.
Mergers & acquisitions
Asset protection
Investment review
Cash flow forecasting
Employee benefit plans
Expert witness services
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