Tailored to Your Needs
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.
Accounting & Auditing Services
Audit & Tax Representation before IRS
Complete Payroll & Payroll Tax Services
Accounting & Consulting Services
- 1031 ( Like-Kind )
- Management Advisory
- Pension & Profit
Debt & Financing
- 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
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
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
Accounting systems and record keeping
Payroll services and preparation of payroll tax returns
Purchase vs. lease analysis
Bank or alternative financing negotiations
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
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.
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:
Cash flow forecasting
Employee benefit plans
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.