Services provided

Our firm has the resources, experience, and depth of knowledge to offer the following services to both individuals and businesses. We can deliver the services you need in a professional, fast, and cost-efficient manner.

 

Compilation, Review and Audit Services

Our firm provides professional compilation, review, and audit services to businesses and non-profit organizations of all sizes. We can quickly compile your financial records into meaningful GAAP-compliant financial statements, offer limited-scope review testing, and can deliver complete audit attestation.

 

Tax Planning and Preparation

Our firm continuously monitors federal, state, and local tax law changes to allow its clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made due-date tax compliant monitoring systems to prevent costly interest and penalty assessments attributable to late filing.  Our firm offers professional preparation of all federal, state, and local tax returns at competitive, affordable rates.

 

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.

 

QuickBooks installation & use

As a member of the QuickBooks Professional Advisor program, we can assist in the installation and use of QuickBooks

 

Payroll Services

Our firm offers complete payroll preparation and payroll tax reporting services. We prepare all federal and state returns and offer full magnetic media and electronic filing capabilities.

 

Consulting Services

Our firm offers a wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line including assistance with computer software programs.

 

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.

 

Sales Tax Services

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

 

Estate Planning

Our firm offers estate planning services so you can minimize both federal and state estate tax liabilities.  We will endeavor to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies.