Services

If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further.  Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve. We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.

Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you. We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

Bookkeeping

Bookkeeping is more than just posting transactions.  It is also understanding the accounting process, your accounting software system, your business and its environment. Learn more.

 

Audits, Reviews, and Compilations

Our compilation services are conducted in accordance with generally accepted accounting principles. Learn more.

 

Tax Preparation

We are experienced and knowledgeable CPA’s with proficiency in tax preparation.  We stay up-to-date with the latest tax law changes and interpretations to ensure you pay the least amount of taxes as allowed by law.  Our tax expertise allows us to find more legal deductions and credits to minimize your tax liability. Learn More.

 

Tax Resolution

The IRS is one creditor you do not want.  The state taxing authorities aren’t that understanding either.  Their collection methods tend to be harsh, but effective. Learn more.

 

QuickBooks Setup

As part of our QuickBooks setup services, we will:

  • Set up your chart of accounts.
  • Load all beginning balances.
  • Set up and load your accounts receivable and accounts payable subsidiary ledgers, if applicable.
  • Set up and load your payroll ledger, if applicable.
  • Provide training, as necessary.

 

Not-For-Profit Entities

We have served clients in the not-for-profit industry since 1984.  Some of the services we offer include:

  • Audit and review preparedness.
  • Preparation and filing of tax returns
  • Preparation and filing of Form 1023 and 1024
  • Bookkeeping
  • Audits, reviews and compilations. Learn More.

 

Other Services

We also provide other services such as:

  • Corporation or LLC formation
  • Budgeting
  • Preparation of 1099’s
  • IRS Representation
  • Financial Analysis

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Call today to schedule an appointment!