Following is a general description of services we offer:

Income tax compliance:  

Preparation and assistance in filing tax returns for business, individuals, trust and non-profit entities, payroll, sales and excise.

Income tax planning:

In addition to assuring that our clients get all of the deductions that they are entitled to, we help structure benefit programs, tailored to your business and individual needs, that can maximize your after tax income.  We evaluate and recommend tax planning strategies that are specific to your individual circumstances.

Financial presentation reporting services (both historical and prospective):

We prepare audits, reviews and compilations of business and some non-profit financial statements.  We do not perform governmental audits.

Financial planning services (personal and business):

We assist in planning and budgeting, and work with other experts in areas of law, investments, pensions and insurance to insure that your financial affairs are organized and that every element of a good financial plan has been addressed.

Management advisory services:

We assist in the preparation of budgets and help to set standards and benchmarks.  We design financial information systems for management so that actual results are compared to benchmarks and exceptions are called to management’s attention within acceptable time frames.        

Other tax services:

In addition to income taxes we assist our clients with other areas of taxation.  This includes sales taxes, employment taxes, property tax, excise, estate and gift taxes.  We also represent taxpayers who are being audited by the IRS or state tax authorities.  

Accounting Services:

We offer in-house accounting services and maintain general ledger, payroll, time and billing, job cost, payable and receivable accounting on a real time or after-the-fact basis.  We offer this service in your office or ours.  

Certified Valuation Analyst:

We offer business valuation services by a certified valuation analyst for purposes of estate tax, divorce, stale, purchase, or merger of  business.  

Temporary Staffing and Staff Training:

We provide temporary staffing for businesses that range from controller to assisting with bookkeeping and other clerical needs.  We also help evaluate applicants for permanent accounting positions.