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Services

We provide a wide range of services to individuals and businesses in a variety of industries. We strive to meet each client's unique specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include, but are not limited to:


Tax Services - Individual

We can guide you through a full range of tax planning and preparation decisions to develop practical tax plans and strategies that best fit your needs. We ask to work with your other advisors; investment, insurance and legal to keep you on track to your financial goals.

These services include but are not limited to:

  • Federal income tax preparation, planning, and consulting;

  • State and local tax planning and preparation;

  • Business structure planning and consulting;

  • Estate, gift and trust income tax planning and preparation;

  • Representation before taxing authorities.

Tax Services - Business

Let us guide and assist you with your plan and our experience from inception to your final exit strategy. We can guide you with tax plans for your business that will best fit your needs.

These services include but are not limited to:

  • Entity selection;

  • Federal income tax preparation, planning, and consulting;

  • State and local tax planning and preparation;

  • Business structure planning and consulting;

  • Representation before taxing authorities.

Tax Services - Non-Profit

We can assist you and your organization with a wide range of tax planning, preparation, and maintenance of your tax exempt status. From application to annual filings the tax exempt area of the tax code gets more and more complicated every year. Put our experience to work for you in this area to uncomplicated the complicated.

These services include but are not limited to:

  • Tax exempt application and filing;

  • Federal 990 and 990-T preparation, planning, and consulting;

  • State planning and preparation;

  • Representation before taxing authorities.

Accounting Services

You need accurate and insightful financial information you can rely on to make decisions to maintain profitability and capitalize on new opportunities. Our accounting services are designed to steer you closer to these goals with accurate record-keeping and reporting.

These services include but are not limited to:

  • General ledger and financial statement preparation;

  • Bookkeeping and bookkeeping assistance, monthly, quarterly, or annually;

  • Accounting system setup and support;

  • QuickBooks accounting assistance;

QuickBooks Accounting Help and Assistance

QuickBooks can provide useful and timely information in the form of financial statements and reports. Let our QuickBooks Certified ProAdvisors assist you with the right product for your needs. We don't just help you use the software, we help you use it more efficiently and more effectively.

We offer the following solutions to meet your QuickBooks needs

Installation and Setup

We install QuickBooks and assist users with setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users become more effective by improving their existing skills.

Personal Training

We train you personally, either one-on-one, or several individuals within your organization at your company's location.

Preparation Assistance

Our QuickBooks preparation assistance service helps you prepare financial information and reports by providing an experienced accountant to assist you with your bookkeeping transactions in QuickBooks. This ensures you receive timely and reliable financial information. This assistance can be conducted at any time, but monthly provide you with up-to-date information and feedback about your business.

Audits, Reviews, and Compilations

We offer all three levels of assurance depending on your company’s needs.

Audits

Audits offer the highest level of assurance to financial statement readers. We approach the audit process as business advisors to our clients providing objective guidance on the effectiveness of their business activities. Our audits are conducted in full compliance with auditing standards generally accepted in the United States of America.

Reviews

Reviews provide the financial statement readers limited assurance that there are no material modifications that should be made to the financial statements. This is accomplished by inquiries and other analytical procedures in accordance with the Statements on Standards for Accounting and Review Services issued by the American Institute of Certified Public Accountants.

Compilations

Compilations do not offer assurance to the financial statement reader. They are based upon information provided by a company’s management and are usually requested for internal purposes. They do not offer assurance but may involve some adjustment to accounting records.

Advisory Services

We focus on building close relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working with you to produce strategies to help you face the challenges of your business. You can benefit from an objective analysis in this process to assist in implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law.

These services include but are not limited to:

  • Entity Selection

  • Accounting software selection

  • Business valuations

  • Financial projections and forecasts

  • Business succession


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