About Us






Contact Us

Copyright © 2003

Tailored to Your Needs

You deserve timely, personalized service. Our personnel operate as a team to give you the best service at the least possible cost.

Open communication is vital to a good client-professional relationship. We want you to feel comfortable asking questions and discussing your concerns at all times. You'll find us good listeners - responsive to your needs and capable of meeting them.

Your affairs will be handled with strict confidentiality under the high standards of the accounting profession.

Fees are a function of the time and expertise required for your work. Our goal is to give you value beyond what you pay. We encourage you to discuss fees with us at any time.

We offer a complete range of services supported by a team of knowledgeable professionals whose goal is

                                     “ Building success together ”

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.  If it is not a particular service which we offer, we will refer you to a qualified professional.

    Services Provided

  • Accounting & Auditing Services
  • Audit & Tax Representation before IRS
  • Complete Payroll & Payroll Tax Services
  • Nonprofit Accounting & Consulting Services
  • 1031 ( Like-Kind ) Exchanges
  • Management Advisory Services
  • Pension & Profit Sharing Plans


  • Debt & Financing Services
  • Tax Compliance & Planning Strategies
  • Business & Financial Consulting
  • Estate Planning
  • Retirement Planning
  • High Net-Worth Individuals
  • Succession Planning
  • Asset Protection
  • Buying & Selling a Business

   Tax Planning and Preparation

Our tax services fall into two broad categories.  The first is tax compliance- preparing and helping you file your federal and state returns.  We will prepare all of your tax returns to assure that you are paying no more tax than is necessary.  The second is tax planning and consulting where we will devise strategies that will help minimize and/or defer your taxes.  We will recommend tax–saving strategies and serve as your advocate in tax matters.

Our firm provides the following tax services:

·        Tax planning strategies for businesses and individuals

·        Estate and personal financial planning

·        Tax return preparation, including multi-state returns

·        Representation with taxing authorities

·        Corporations, Partnerships, LLCs, Estates and Trusts

·        Retirement Planning and Consulting

·        Divorce and support issues

·        Tax effects of buying/selling a business

·        Tax effects of selling commercial and residential real estate

   Small Business Services

We specialize in businesses where the people who are running the operations are also the owners.  We are aware of the special tax and planning needs of a situation of this type.  Entrepreneurs starting a new business often need a friendly yet impartial perspective to add financial structure to their ideas.  We offer a comprehensive service to small business owners in all stages of the business.  Examples include:

·        Development of business plans

·        Consultation concerning choice of entity

·        S-corporation elections

·        Accounting systems and record keeping

·        Payroll services and preparation of payroll tax returns

·        Purchase vs. lease analysis

·        Bank or alternative financing negotiations

   Accounting Services

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our firm provides a full range of accounting services which will be provided to our clients in a timely, accurate and cost effective manner.  Our accounting services include:

·        General ledger & financial statement preparation

·        Bookkeeping ( Monthly/Quarterly/Annual )

·        Computerized payroll services

·        Accounting system set-up for new businesses

·        Personal financial statements

·        Sales & Use tax return preparation

   Financial and Estate Planning

Increasing your net worth is an easier task with the help of a financial advisor. We offer a total financial and estate planning program including an analysis of your net worth, investment review, family gifting, trusts, retirement planning and family business transfers.

   Other Services

Due to our diverse client base, we encounter a wide array of financial and tax issues.  As a result, we have gained valuable experience over the years in numerous areas.  We feel our ability to provide such a variety of services reflects our dedication to quality client service.  Some of these services include:

·        Asset protection

·        Litigation support

·        Cash flow forecasting

·        Divorce taxation

·        Internet commerce

·        Employee benefit plans

   Our Clients

We service a wide range of industries, including manufacturing, wholesale distribution, professional services, retailing, real estate holdings and construction businesses.  Our client range from start-up companies to well established enterprises.

Whether you are a big business or small one, an individual with complicated issues or relatively simple ones, you will receive the attention you need – when you need it.

Get the service you deserve.