Our Services
Accounting Services – READ MORE
Providing accurate financial information to our clients in a timely 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 certified public accounting services:
- General Ledger & financial statement preparation (Compilation or Review)
- Accounting system setup, review and training services
- Payroll Services
- Bookkeeping (Monthly / Quarterly / Annual)
- Business tax return preparation (Sales & Use / Business Property)
- Payroll tax return preparation (Federal & State)
Financial Planning – READ MORE
Financial planning considers all aspects of your finances – from cash and liabilities to protection, investments and taxes – as well as market and economic conditions. We take time to understand your dreams and goals, recommend strategies and product solutions to help you make progress toward those dreams and goals and help you implement these solutions and track progress.
Payroll Services – READ MORE
As a business grows, it must hire more employees, which results in increased administration. We can assist you in implementing the controls necessary to ensure a reliable and efficient payroll system including the necessary payroll tax returns. To keep you from being pulled away from your business, we offer flexible payroll receipt and delivery options, saving you valuable time.
Retirement Planning – READ MORE
A comfortable, secure and meaningful retirement is most everyone’s dream. Your advisor can help you plan for an income stream that can cover both your essential and lifestyle expenses. Your advisor will also help you reduce vulnerability from the unexpected, and help you leave the legacy you desire.
Tax Planning – READ MORE
Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities. Another advantage of choosing our firm is that we offer year-round service. Oftentimes client situations will change throughout the year or unexpected financial transactions will occur. We offer our clients the opportunity to contact and meet with us throughout the entire year to plan accordingly. In this way, we take a proactive planning approach, rather than a reactive approach.
Tax Preparation – READ MORE
We pride ourselves in utilizing state of the art tax preparation software enabling us to provide you with accurately prepared tax returns of various types: individuals, corporations, partnerships, trusts, estates, gift returns and not-for-profit organizations. As industry experts, our tax preparers are required to stay current on the ever changing tax laws. Our goal when working with you is to figure out a way to reduce your tax burden.
Tax Representation – READ MORE
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.