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Our Services


Tax Planning
We view the planning as one of the most important tools used in conjunction with our business and personal services.  We do not want our client's to have unpleasant surprises at tax filing time and we encourage their questions and concerns about significant events throughout the year.

Tax Preparation
We prepare a variety of returns including, but not limited to, individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations for federal, state and local returns as well as multi-state returns.

Bookkeeping and Write-Up
Our services include compilation of financial statements and general ledgers on a monthly, quarterly or annual busis for a wide range of clients prepared in our office, or in yours.  We also serve as a sounding board for decision making whether it be valuing a company or a group of assets.

Payroll Services
We specialize in helping you establish a payroll system that minimizes your costs, time and efforts, whether we process and maintain your payroll or simply assist you with this task.  We also prepare monthly, quarterly and annual payroll reports in conjunction with your general ledger and current accounting system.  And we gladly handle any and all payroll audit representation on your behalf.

Sales Tax Services
We are set up to file monthly, quarterly and annual sales tax returns for multiple agencies and multiple states, including sales tax audit representation as needed.

Business Formation and Selection of Entity
Our firm is set up to aid you in forming new businesses and making the decisions on the type of business entity to best suit your accounting and tax needs.  We are able to file most forms for you such a corporate and partnership charters.

Quick Books (QB) ProAdvisor
We are well trained in all areas of QB including installation and set-up, and the review of current records to keep your accounting on track.  A great set of books is invaluable in helping you make quick business decisions.  Our staff can also come to your office and tain you on the standard use of this accounting system.  We are also available to help you maintain your accounting records in your office with QB as opposed to bringing the work to us.