Bookkeeping/Write-Up

Our firm provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis.

Compilation, Review, and Audit Services

Our firm provides professional compilation, review, and audit services to businesses and not for profit organizations. (No governments, please.) We can quickly compile your financial records into meaningful GAAP-compliant financial statements, offer limited-scope review testing, and can deliver complete audit attestation.
                                             
Financial Forecast and Projections

Our firm provides complete financial and business forecasting services, including proforma projections. We will also customize "What If" planning scenarios to help management foresee and plan for unexpected business contingencies.


Tax Services

Our firm offers a full range of tax planning and compliance services. We will work with you year-round if necessary in order to minimize your total tax burden. Our firm also prepares all federal, state and local tax returns for individuals and businesses.

Tax Planning

Our firm continuously monitors federal, state, and local tax law changes to allow its clients to minimize current and future tax liabilities. Of course, we offer full tax preparation and filing services.

Tax Preparation

Our firm offers professional preparation of all federal, state, and local tax returns at competitive, affordable rates.

IRS and State/Local Representation

Our firm knows the tax laws, and we know how your tax return was prepared. We can provide complete representation services before the IRS as well as state and local taxing authorities. We are also experienced in negotiating Offers in Compromise with the IRS.

Payroll Services

Our firm offers complete payroll preparation and payroll tax reporting services. We prepare all federal and state returns.

Sales Tax Services

Our firm prepares all sales tax filings and offers full sales tax audit representation.

Estate, Gift and Trust Tax Return Preparation

Our firm provides expert preparation of federal and state estate, gift, and trust tax returns.

Financial Planning
Our firm offers a complete array of financial planning services and will work closely with you to help you achieve your financial goals.  We do not, however, recommend individual investments and we don't pretend to be stock brokers.