Personalized, quality service that is beyond comparison.

Below we have listed the services that we offer to our clients. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.

Our Services

Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

Bookkeeping (Monthly/Quarterly/Annual)

Accounting system setup for new businesses

Computerized payroll services

Business tax return preparation (Sales & Use/Business Property)

Tax Planning & Preparation

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

Payroll Services

As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.

Business Consulting

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

Business Entity Selection

Choosing the form of entity of your business (e.g. “S” corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

Estate & Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

Helpful Resources

Click on the link to learn more.

Government

Social Security Online

The Official Website of the U.S. Social Security Administration.

U.S. Small Business Administration

Small business programs and services to help you start, grow, and succeed.

Tax

The Internal Revenue Service

Home of the IRS on the Web. The IRS has definitely done a nice job on their Website.

Dates to Know

Filing Deadlines for Tax Returns

Please not that the exact dates of filing deadlines are subject to change based on the calendar year and updated legislation. Please contact our office for any questions regarding filing deadlines.

March 15

Corporation & Partnerships

April 15

Individual, Estate & Trust

Extension Deadlines for Tax Returns

September 15