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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

 
 

If you have any unanswered questions, please let us know.


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