Client Services
As a relatively small firm, we are able to deliver a level of personalized quality service that larger firms find difficult to match. Here is a summary of what we offer.
Accounting Services
Bookkeeping / Write-Up
We maintain your financial records so you can focus on running your business. Our bookkeeping services handle the day-to-day tasks of recording transactions and keeping your books accurate and up to date.
Accounting Services
Comprehensive accounting including general ledger and financial statement preparation, monthly/quarterly/annual bookkeeping, new business accounting system setup, computerized payroll services, business tax return preparation, personal financial statements, and litigation support.
Reviews & Compilations
We offer two levels of financial statement services: reviews provide limited assurance through analytical procedures, and compilations prepare statements for internal use based on information you provide.
Cash Flow & Budgeting Analysis
Forecasting and evaluation of your financial condition, financing requirements, and cash flow to help you make informed business decisions.
Consulting Services
Business Entity Selection
Expert guidance on choosing the right business structure — S-corporation, LLC, sole proprietorship, or partnership — with analysis of tax implications for each option.
Business Succession Planning
We coordinate the transition of your business to successors, ensuring continuity and preserving the value you've built.
Estate Planning
Facilitating the orderly transfer of assets to your beneficiaries with strategies to reduce tax liabilities and preserve wealth.
Financial Planning
Assessing your current financial position and developing personalized strategies to achieve your goals across all stages of life.
Retirement Planning
Implementation and periodic review of retirement strategies to help you achieve financial independence when you're ready.
Accounting Software Selection
We help you evaluate, select, and implement the right accounting software for your business needs.
General Consulting
Identifying profitability and growth opportunities, including software services, reporting and analytics (BI, data mining, dashboards), and system administration.
Tax Services
Estate & Trust Tax Preparation
Managing the tax implications of asset transfers for estates and trusts, ensuring compliance and optimization.
IRS Representation
We represent clients before federal and state tax agencies, handling audits, notices, and disputes on your behalf.
Payroll Services
Complete payroll administration including system development, payroll controls, and tax return preparation.
Sales Tax Services
Compilation of information and preparation of sales tax returns across multiple jurisdictions.
Tax Planning
Strategic planning to minimize your current and future tax liabilities through legal, effective strategies.
Tax Preparation
Preparation of returns for individuals, corporations, partnerships, trusts, estates, and nonprofit organizations.
Other Services
Certified QuickBooks ProAdvisor
Expert QuickBooks setup, training, and reporting to help you get the most out of your accounting software.
Notary Public
Professional notarization services for your important documents.