Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

• Accounting and Bookkeeping Services
  Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not 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 accounting services including the following:
  
  General ledger & financial statement preparation
  Bookkeeping (Monthly/Quarterly/Annual)
  Accounting system setup for new businesses
  Business tax return preparation (Payroll, Sales & Use/Business Property)
  Personal financial statements
  Litigation support
  
  
• Tax Planning and Preparation
  Our firm has a wide range of experience in the preparation of all kinds of income tax returns. From individuals, partnerships, corporations, and estates and trusts, to non-profit organizations and pension plans, let our experienced team members help with your tax compliance obligations. We also have the ability to do returns for multiple states.
  
  
• Financial and Estate Planning
  We work with our clients in the areas of investment strategies, tax planning, risk management, and asset preservation to maximize growth but limit tax consequences. We ask them "Where do you want to be financially"? Then we review their retirement, business, education and other needs to be certain these goals are attainable.
  
  
• IRS Problem Resolution
  As a valued client we will be available to you in dealing with the IRS and other taxing authorities. We will represent you and assist you in preparing for audits and appeals conferences. We also provide expert counseling on technical tax issues, penalty assessments, and negotiations to resolve payment of tax deficiencies.
  
  
• Small Business Services
  We offer the full range of other accounting services to help keep your business running smoothly. Our bookkeeping services include Monthly Operating Statements, Bank Reconciliations, Payroll, Balance Sheet, Financial Graphs and Budgets. We realize that most small businesses can not afford a full-time accountant but still need the expertise at times. We are there when you need us!