What We Do

Services

We provide a wide range of services to individuals and businesses in various industries. We strive to meet each client’s specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Compilations

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

Estate and Trust Planning and Tax Preparation

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Our role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well-thought-out plan as to how to distribute the assets left in one's estate to avoid complications and be sure that the individual's wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.

Bookkeeping/Write-up

Accurate record-keeping is essential to a successful business yet can also be complicated and time-consuming. We can help you with the organization and day-to-day tasks of bookkeeping so you can focus on your core business.

IRS Representation

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been selected for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any questions the IRS may be asking of you.

Payroll Services

Our payroll services can help you reduce the time spent on administration by developing and implementing a computerized payroll system that will facilitate processing, timely payment, and preparation of tax returns.

Tax Management Services

Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws.

QuickBooks Accounting Help and Assistance

QuickBooks can provide useful and timely information in the form of financial statements, reports, and graphs. However, it can only provide this information if you purchase the right product and then install, set up, and use it properly. We don’t just help you use the software; we help you use it more efficiently and effectively.

Personal Training

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

Setup

We assist new QuickBooks users with initial setup including, EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking, and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and cannot generate and track important information as a result of inadequate setup.

Review

Our QuickBooks review service helps companies that have human resources perform daily accounting and payroll tasks but need an accounting and payroll expert to review your transactions, accounts, and reports. This review ensures that you receive timely, relevant, and reliable financial information. We also inform you of any corrections, adjustments, or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.