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
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
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 provides full-charge bookkeeping services, including
general journal and subsidiary ledger maintenance, bank
statement reconciliation, and receivables and payables tracking
Our firm offers professional preparation of all federal, state,
and local tax returns. We provied this services to our clients
throughout the U.S. and other Countries. Go to our links page
to see the State tax returns we currently prepare for our
clients. We have the capability of preparing all out of state
Our firm offers complete payroll preparation and payroll tax
reporting services. We prepare all federal and state
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.
We provide reviews and compilation services to our clients on a
monthly, quarterly,semi-annual or annual basis.
Our firm prepares all sales tax filings and offers full sales
tax audit representation.
We provide complete financial planning services or on a limited
scale based on your needs and budget. We provide three
different ways for you to do financial planning.
We provide some simple non-chargable calculator tools within
this site. These tools are meant to provide you with a starting
point and are very basic.
We also provide a financial planning service in our office,
with our affiliates or with your current professional
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, timely, and cost-efficient manner.
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 company offers a wide range of consulting services to help
you improve business operations, boost efficiency, and increase
the bottom line.
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.
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
Prevention & Detection
Nobody likes to think about being robbed by an employee, but it
can happen. Our firm has the knowledge to protect your assets
from employee theft and can implement and systems to detect and
deter fraudulent activity.
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
Gift and Trust Tax Return Preparation
Our firm provides expert preparation of federal and state
estate, gift, and trust tax returns.
Stop wondering if and how your business will continue without
you there. 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
Flow & 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 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 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.
& 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.
Our firm offers complete management advisory services,
including systems implementation and management, cost controls,
employee benefit plan restructuring, and much more.