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Services


Our firm’s success relies on developing long lasting relationships with clients and assisting them in recognizing and solving the various problems and situations attributed with maintaining a profitable business.

To attain this, we provide you with a variety of services which are of the highest technical and professional quality, delivered in a timely fashion, and at a fair value.

 

Services Tailored to Your Needs

 

Accounting and Reporting

  • Reviewed and compiled financial statements
  • Monthly and quarterly income statements
  • Personal financial statements
  • Projections and budgets
  • Cost analysis
  • Assessor’s reports
  • Checkbook reconciliations
  • Bookkeeping services

Financial and Business Consulting

  • Starting a new business
  • Business sales and acquisitions
  • Real estate sales and acquisitions
  • Assistance in obtaining financing
  • Implementation of accounting systems
  • Computer and software evaluation and use
  • Evaluating insurance programs
  • Equipment vs. leasing analysis
  • Reviewing pricing and credit policies
  • Reviewing and implementing cost controls
  • Retirement planning

Tax Planning

  • Selecting the proper entity to minimize taxes
  • Evaluating applicable tax filing requirements
  • Projecting current year taxes
  • Strategies to minimize current and future taxes
  • Monitoring tax law changes affecting clients
  • Representing clients at IRS and state examinations

Tax Preparation

  • Individual returns (including all 50 states)
  • C corporation and S corporation returns
  • Partnership and LLC returns
  • Retirement plan returns
  • Estate and Trust returns
  • Gift returns
  • Nonprofit returns
  • Homeowners’ association returns
  • Amending all types of prior returns
  • Quarterly and annual payroll returns
  • Sales and use returns

 
 

We pride ourselves in giving our clients useful and valuable information and services. Our client retention rate is outstanding and most of our new clients come from our current client base. If you have any unanswered questions, please let us know.


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