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Services

We offer services to our clients in an effort to minimize tax obligations, address the financial and accounting needs of the business and address the broader accounting needs of estate planning, business succession planning, and benefit and retirement planning.

Tax Preparation and Consulting

  • Corporate taxes (both S and C corporations)
  • Partnerships and LLC’s
  • Individuals
  • Sole Proprietorships
  • Estate and Gift
  • Tax Consulting
  • Estate and Financial Planning
  • Multi-State Issues
  • Property, Payroll and Sales Taxes
  • IRS Representation
  • Non-profit Organizations

Financial Accounting Services

  • Establishing and Internal Accounting System
  • Providing Training on Accounting System
  • Examining Monthly Financial Reports
  • Financial Statement Compilations and Reviews
  • Developing Budgets and Financial Forecasts
  • Analyzing Operating Results
  • Bookkeeping Services

Other Services

  • Divorce Issues
  • Assessing Insurance Needs
  • Business Succession Planning
  • Assessment of Retirement Benefits and Plans

Remember that we do monthly financial statements for small businesses. Don’t hesitate to call if you need additional accounting support during the year.

We are accepting new business referrals. Please keep us in mind.