Client Services

We are a full-service accounting firm ready to assist individuals and businesses with all their tax and accounting needs.

Business & Financial Consulting

The choice of entity can have huge tax and legal implications for businesses. We can help you make an informed decision about your business, whether you are in the start-up phase or an established business considering a change of status. We will explain the tax consequences of the types of business entities and assist you in preparing the necessary tax forms.

Starting a business can be an overwhelming endeavor. Let us help you get started by providing assistance with required IRS and state filings and accounting and payroll system set-up.

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Tax Planning & Preparation

We have years of experience preparing tax returns for individuals, partnerships, corporations and trusts and estates. We also prepare returns for non-profit entities, charitable foundations and pension plans.

Tax laws are complex and always changing. We stay current on changing rules so we can alert our clients to tax savings opportunities. We encourage our clients to take advantage of tax planning throughout the year to ensure that we take full advantage of planning opportunities including retirement contributions, charitable deductions and business expenses for closely-held entities.

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Accounting & Bookkeeping

Accurate bookkeeping is essential to any business. With our monthly, quarterly or annual write-up services, we provide our clients with timely financial information about their business that helps them to manage costs and take advantage of new opportunities. Less time spent record keeping means more time spent running your business.

We prepare financial statements for our clients. A compilation is based on information provided by management and is primarily meant for internal use only.

The IRS has recently increased the penalties for noncompliance with 1099 reporting rules. We can help you sort out who is required to have a 1099 and assist in preparing the forms for timely submission to the IRS.

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QuickBooks Consulting Services

Our experienced staff can assist your business with set up and training so that you get the maximum performance out of QuickBooks.

We can also provide a mid-year “check up” to minimize unwanted surprises at tax time.

QuickBooks Consulting Services ›

IRS Representation

We assist our clients in dealing with both the IRS and state tax agencies. We can directly respond and negotiate with the IRS on your behalf.

Our services include audit assistance, negotiating offers in compromise, payment plans and responding to various IRS correspondence.

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Retirement Planning

Are you doing all you can to plan for your retirement? Traditional and Roth IRAs, 401(K) plans, SEPs and other pension plans are some of the ways individuals and small businesses can both save for retirement and minimize their current tax liability.

We can help you decide which plans makes the most sense and show you how to plan for your retirement in the most tax prudent way. If you are already retirement age, we can calculate required minimum distributions (RMDs) and help you decide when and how to collect Social Security benefits.

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