Our Services

 Our firm offers a wide range of services to our individual and business clients.  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.

 

Tax Preparation & Planning

 Our core practice area. We take a proactive vs. reactive approach to tax services.  By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize your current expenses and maximize your future opportunities. Whether you are an individual with simple preparation needs or operate a multi-tiered corporation or partnership, we can accommodate your needs for tax consulting that you deserve throughout the year.  We will also advise you on the tax consequences of major life events, including education & retirement.

 

Accounting Services/CFO Outsourcing

All businesses need professional financial advice, but the cost of a full time accountant is not always the best use of a company's resources.  We will partner with you to function as your Bookkeeper / Accountant / Controller / CFO at a fraction of the cost of an equivalent employee.  Services include:

  • Monthly/quarterly financial statements
  • Period-end reconciliations
  • Accounting & bookkeeping services including Quickbooks consultation
  • Financial forecasting / planning / budgeting

 

Business Consulting

We will help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:

  • Type of business entity selection 
  • Buying/selling a business
  • Business succession planning
  • Accounting software selection & implementation

 

Personal Financial Planning

Everyone has goals in life.  We help identify, quantify and lay a roadmap on how to reach those goals, whether they are next year, in 10 years or in 30 years.

 

Please feel free to inquire about a service you do not see listed.  We work with an experienced team of professionals that can meet all of your tax, accounting and financial needs.