Accounting & Tax 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. 

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.


Reviews and Compilations
Our firm offers full Review and Compilation services for small to medium sized firms.

Tax Services
Our firm offers a full range of tax planning and compliance services. We will work with you year-round in order to minimize your total tax burden. Our firm also prepares all federal, state and local tax returns for individuals and businesses.


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


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 business full profit potential.


Payroll Services
Our firm offers complete payroll preparation and payroll tax reporting services. We prepare all federal and state returns and offer full electronic filing capabilities.


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.


IRS and State/Local Representation
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.


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.


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 Solutions
Most business often grow faster than cash flows. We offer various solutions to funding you business needs.


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


Attest Services
Our Firm offers both limited and full scope attest services. We will gladly work with your bank or other financing institution to determine whether a limited review or full scope audit is necessary. We pledge to deliver cost-efficient attest services in accordance with your mandatory reporting deadlines.


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.


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


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.


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


Business Succession Planning
Stop wondering if and how your business will continue without you there. As experts in business succession planning, our firm can suggest many courses of action to provide assurance that your business will enjoy a smooth continuance and that your heirs and business associates will be well protected.


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 or alternative private funding solutions.


Benefit Plan Services
Our firm can help your firm weigh the complex benefits and costs posed by todays qualified and nonqualified pension and profit sharing plans, including 401(k), SEP, SEP IRA, Keogh, life insurance and health insurance plans.


Computer Consulting
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 work with you to setup an efficient, user-friendly computer system which, prevents your computer from hackers and malicious virus programs. As a computer consultant I have worked with many people at different levels of computer experience. We can assist you with entry-level programs such as QuickBooks and Peachtree to more complicated accounting programs such as AccPac Plus and Data Pro. Whatever your level of experience or need, we can design an accounting system to fit your needs.