Services

Our firm offers a wide range of services to our individual and business clients. Our staff of 12 team specialist are committed to providing personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.

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 service we provide, we would be more than happy to refer you to a qualified professional.

Tax Services

Proactive vs. Reactive is the approach we prefer to take for your tax services. Our commitment to be current on new tax laws and legislation positions us to identify key tax planning opportunities that minimize both your current and future tax liabilities.

We provide our individual and business clients the taxation expertise and knowledge they deserve throughout the year. Tax services offered include but are not limited to:

  • *Tax planning & return preparation
  • Individuals
  • Corporations
  • Partnerships
  • LLCs/LLPs
  • Estates, trusts & gift
  • Not-for-profit organizations
  • *Taxing authority representation
  • *Divorce and support issues
  • *Tax effects of buying/selling a business

We are noted for our “Client-Centered” Team approach. We welcome the opportunity to work with our clients’ brokers and lawyers to provide an empowered and coordinated collaboration.

Ask about our famous “Free Fall” Check-up for Individual and Business Tax Clients.

Tax Planning & Preparation

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

Estate & Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

Payroll Services

As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.

Sales Tax Services

Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

  • *General ledger & financial statement preparation
  • *Bookkeeping (Monthly/Quarterly/Annual)
  • *Accounting system setup for new businesses
  • *Computerized payroll services
  • *Business tax return preparation (Sales & Use/Business Property)
  • *Personal financial statements
  • *Litigation support

Financial Statements

We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.

Consulting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

Business Consulting

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

Other Services

Notary Public

For your convenience we offer notary services. You are welcome to bring us your important documents to notarize. . . our treat.