We are a full service firm that can provide you with any of the services listed below.

Accounting Services Estate & Trust Tax Planning & Preparation
Accounting Software Financial Planning
Bookkeeping Services Income Tax Planning & Preparation
Business Valuations Payroll Services
Consulting Services Pension & Profit Sharing Plans
Employee Benefit Plans Retirement Planning
Sales Tax Services

Accounting Services

We are committed to provide our clients with timely and accurate financial information. We understand that meaningful and thorough financial records are crucial to the success of your day to day operations. Our firm provides the complete range of accounting services including:

• Bookkeeping- Monthly/Quarterly/Annual
• Business tax return preparation- Federal, State, Local, Sales & Use and Business Property
• New Business start up accounting functions
• General ledger & financial statement preparation
• Payroll services
• Personal financial statements

Accounting Software

Accounting software packages can keep your new business or existing business on track. Our staff has experience with the major software programs including QuickBooks, Sage and Creative Solutions, etc. We can help you create invoices, set up payroll, or customize reports that are tailored specifically to your business needs.

Bookkeeping Services

Our firm can design the procedures and processes to make sure that you have all the financial records and in-house systems in your company that allows you to run your daily business operations. We can also provide basic bookkeeping functions as needed.

Business Valuations

The amount attached to the value of your business is important. We can provide useful and objective analysis to assist you in the valuation of any business.

Consulting Services

One of the guiding principles for our firm is professionalism. This professional commitment means that we view our roles as business advisor and consultant to our clients as a partner to your business success. The following is just a few of the areas in which we provide consulting services:

• Business entity selection
• Business valuations
• Buying, selling or investing in a business
• Estate, trust & gift planning
• Financial & retirement planning

Employee Benefit Plans

The continuously changing landscape of employee benefits requires a tremendous amount of time and management. Cafeteria plans, health savings accounts, flexible spending plans, insurance and payroll taxes continue to complicate the payroll process. We can assist you with the development, implementation and administration of your employee benefit plan.

Estate & Trust Tax Planning & Preparation

Effective estate planning will insure the orderly transfer of assets and provide financial security for your beneficiaries. Planning ahead can reduce or eliminate the tax due on the transfer of your business and other assets. Equally important is providing for business continuity and succession of ownership. We can guide you through the complex process of getting your financial affairs in order.

Financial Planning

Financial planning is a valuable tool that can provide you with security through all the stages of your life. We can guide you through the financial planning process, by giving you a complete and accurate assessment of your finances and than developing short and long term strategies that will enable you to achieve your goals and strengthen your financial security.

Income Tax Planning & Preparation

As an individual business client or a multi-tiered partnership, our firm will provide you with tax strategies that take advantage of new tax laws and legislation. We provide complete Federal, State and Local tax planning and preparation.

Payroll Services

Business expansion and growth often directly increase the need for employees. The increased time and money of payroll administration can be a drain on your operation. We can custom design a system that puts the controls in place to ensure a reliable, efficient, and accurate payroll system. We can also prepare all necessary payroll tax returns.

Pension & Profit Sharing Plans

A qualified retirement plan can provide significant tax advantages for closely held businesses and self-employed individuals. We can assist you in reviewing, choosing and designing the pension plan that will best serve the retirement needs of you and your employees.

Retirement Planning

Your retirement goals and plans change throughout the stages of your life. We can help you navigate through the planning process and continue to monitor and revise your plan as your needs change. Our goal is to provide you with the financial assurance you need in your retirement.

Sales Tax Services

Many of our business clients are required to collect sales tax. We can assist your company in the timely and accurate preparation of sales tax returns for any federal, state or local agency.