Client Services

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.

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.

Tax Compliance Services

Tax compliance means taxpayers’ decision to comply with tax laws and regulations by paying taxes timely and accurately.  We prefer to take a proactive vs. reactive approach. By keeping current on new tax laws and legislation, we are able to identify key tax planning opportunities that may minimize both your current and future tax liabilities. We provide our clients with taxation expertise and knowledge throughout the year. Tax compliance services offered include but are not limited to:

*Tax return preparation

*Payroll services and filings

*Tax projections

*Taxing authority representation

Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations for timely filing.

We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.

Tax projections and planning is an essential element of the tax preparation process. By making tax planning part of your overall individual and business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

Accounting Services

Meaningful, well-organized financial records ensure that your business operations will run more efficiently and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

We can assist you in the preparation of income tax-based financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.

Other Services

We are a Certified QuickBooks Pro Advisor ®. We can assist you in QuickBooks ® Setup, Training, and Reporting.

Quickbooks is an accounting software program that is ideally suited for small business owners. However, no accounting package can be operated properly without sufficient understanding of its features and functionality. It is a must for proper business management to complete the set up and installation properly. We work with many of our clients to train them, assist them on an ongoing basis and provide immediate answers for troubleshooting.