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Our Services

Tax Service

We prepare all required tax returns for business and individuals to assure that you are paying no more taxes than necessary. Throughout the year, we monitor tax law changes that will affect you, and we may recommend tax saving strategies, and serve as your advocate in tax matters.

• Individual tax returns (a major portion of our business)
• Partnership and Corporation tax returns
• Income tax planning and tax projections
• Tax audit representation with the IRS and state agencies
• Payroll and business tax report preparation
• S Corporation elections 
• 501 (c) 3 application and related paperwork

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We can prepare or supervise the preparation of financial statements. Compilation or review statements can be provided according to your needs. Helping you to use the statements in managing your business and increasing your profitability is an important aspect of our service to you.

• Write-up (Bookkeeping) services
• Payroll preparation and payroll tax reports
• Cash flow projections
• Compilation or reviewed  financial statements
• Budgeting

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Business Management Services

We can act as your financial consultant, working with you to increase your net worth, or work with you and your business advisors to solve business problems, or help you select the proper organization structure and secure adequate financing. In short, we are your business partner and your sounding board.

• Contract negotiations 
• Goal development 
• Retirement planning
• Pension and profit sharing plans 
• Deferred compensation plans
• Business sales, acquisitions and valuations
• Lease-buy decisions 
• Projections and budgets
• Computer selection and use
• Disbursement of funds
• Collection of funds

To contact us for a personal meeting, click here >>