Service Center

Tax Services

Our firm offers a full range of tax planning and compliance services. We will work with you year-round if necessary in order to minimize your total tax burden. Our firm also prepares all federal, state and local tax returns for individuals and businesses.

Tax Planning: Our firm continuously monitors federal, state, and local tax law changes to allow its clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing. Of course, we offer full tax preparation and filing services.
Tax Preparation: Our firm offers professional preparation of all federal, state, and local tax returns at competitive, affordable rates.
Sales Tax Services: Our firm prepares all sales tax filings and offers full sales tax audit representation.
Estate, Gift and Trust Tax Return Preparation: Our firm provides expert preparation of federal and state estate, gift, and trust tax returns.

Professional Payroll Service
Our firm offers a highly personalized, professional payroll service specifically designed for YOUR business. Over the years we have strived to offer our clients the highest quality professional services with utmost personal care. You will find the same level of unsurpassed commitment from us in satisfying YOUR payroll needs. You will also benefit from the overall professional acumen of our firm and our intimate knowledge of your total financial picture.

Accounting Services
Our Firm offers a complete range of accounting services, including receivables, payables, and payroll management. We prepare financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for use by banks, investors, and other third parties. Our firm will also prepare custom financial reports for internal, managerial use.

Bookkeeping/Write-Up: Our firm provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis.
Cash Flow & Budgeting Analysis: Our firm offers expert cash flow and budgeting analyses that can help you minimize cost overruns, lost purchase discounts, and uncollectable receivables. Many of our clients state that these value-added services are indispensable.
Compilation, Review, and Audit Services: Our firm provides professional compilation, review, and audit services to businesses of all sizes. We can quickly compile your financial records into meaningful GAAP-compliant financial statements, offer limited-scope review testing, and can deliver complete audit attestation.
Reviews and Compilations: Our firm offers full Review and Compilation services for small to medium sized firms.

Consulting Services
Our company offers a wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line.

Investment Review: Our firm will perform a custom portfolio analysis and review the risks and returns of specific investments including stocks, bonds, REITs, and limited partnerships. We will also determine an optimal asset allocation for you by taking your unique personal and financial goals and resources into account.

Debt & Financial Services: We offer complete debt and financial counseling services, including installment debt consolidation, refinancing, and repackaging.
Benefit Plan Services: Our firm can help your firm weigh the complex benefits and costs posed by todays qualified and nonqualified pension and profit sharing plans, including 401(k), SEP, SEP IRA, Keogh, life insurance and health insurance plans.

Financial Planning
Our firm offers a complete array of financial planning services and will work closely with you to help you achieve your financial goals.

Pension & Profit Sharing Plans: Would you like help setting up a pension or profit sharing plan? Talk to us!
Retirement Planning: It is never too early to start planning for retirement. If you want to live the same lifestyle--or an even better one--than you do now, you need to start planning for retirement...NOW. We can analyze your projected income and expenses and suggest investment funding techniques to help you make sure that your golden years 10, 20, and even 50 years from now live up to your expectations.

Estate Planning: Our firm offers estate planning services so you can minimize both federal and state estate tax liabilities. We will endeavor to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies.