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