Services

If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further.  Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

Tax Services for Individuals, Businesses, and Trusts

Federal Tax Planning & Compliance
State and Local Tax Planning & Compliance
Quarterly Estimated Payment Calculations
Income Tax Minimization Planning
Retirement Planning
Charitable Giving Planning

Accounting Services

Accounts Payable
Bank/Merchant Statement Reconciliations
Monthly Profit & Loss Statement
Monthly Balance Sheet
Payroll
Payroll Tax Liability Payments
Payroll Tax Returns (Quarterly/Annual)
Sales Tax Prepayments
Sales Tax Returns (Quarterly)
Annual W2/1099 Preparation/Filing
Workers Compensation Compliance
Business Property Tax Filings

Consulting Services

Business Plan Preparation
Business Advisory Services
QuickBooks Consulting