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Services

Services We Offer

Tax Return Preparation

  • Individuals
  • Corporations - S and C
  • Partnerships
  • Sole Proprietorships - Schedule C
  • Gift, Trust & Estate Income


Tax Planning

With the ever-changing environment of the Tax Code, it is imperative to be knowledgeable and current with the tax laws and how they can impact your financial picture. We assist our clients in analyzing their current tax situation and advise them on what can be done to optimize financial opportunities to be found in existing as well as recently reformed tax laws.


Payroll Services

  • Wage Preparation
  • Payroll Reports
  • W-2's, W-3's


Financial Statement Preparation

We offer both compilation and review services to clients who require financial statements for either internal use or for use by outside parties. Compilations are based upon information provided by the company's management and typically require a few adjustments to accounting records. A Review Engagement involves inquiries and analytical procedures to confirm representations made in the financial statements that may require further analysis to ensure the integrity of the data.


Business Consulting

We encourage clients to bring us their questions and concerns involving a variety of financial issues that may affect either their business or their personal tax situation. We believe in being proactive in making financial decisions as opposed to reactive to problems that could have potentially been avoided. Some of the more common consulting topics are choosing the best form of entity for your new business, managing your business, succession planning and managing your cash flow.


Personal and Household Budgets

It is imperative to have accurate financial information in order to make good decisions. We encourage our clients to take responsibility for the accuracy of their records and to assist them in implementing the tools to measure where they have been, how they are doing and where they are going.