Tax and Accounting Services

New Business "Start-Up" Kit
We offer support for the important decisions surrounding starting a new business, from start-up throughout expansion. We are there every step of the way, even to the point of sale.

Not-For-Profit Organizations
We assist with filing for exempt status, meeting Federal reporting guidelines, developing and implementing fund accounting systems and creation and use of budgets.

Tax Services
We will work with you to minimize your total tax burden. Our firm also prepares federal, state and local tax returns for individuals and businesses.

Accounting and Bookkeeping Services
Our firm offers a complete range of accounting services, including receivables, payables, bank statement reconciliation, and aging reports. Our firm will also prepare custom financial reports formanagers to use internally.

IRS and State/Local Representation
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.

Financial Statements
We prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and other third parties including Bonding Company.

Reviews and Compilations
Our firm offers Reviews and Compilations in conjunction with financial statement preparation and audit.

Business Consulting Services

Controller Service
Growing business reach a point where they require the guidance of a Controller, but are not large enough to support a full-time position.

Banking Relationships
Our Firm can provide valuable assistance in establishing, maintaining or expanding current banking relationships. We assist you to professionally organize and prepare your all-important banking
proposal.

Quickbooks Training & Setup

We offer on site Quickbooks support, problem solving and training.

Budget Assistance
We can help you draw up a plan of action and help you progress toward your goals.

Payroll Management
Our firm offers complete payroll preparation and payroll tax reporting services.

Personal Financial Planning
We are able to partner with specialists to provide our clients withinvestment advice, tax planning, risk
management and asset preservation to maximize growth while minimizing tax consequences