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
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
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.
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.
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
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
Our company offers a wide range of consulting services to
help you improve business operations, boost efficiency, and
increase the bottom line.
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
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.
firm offers a complete array of financial planning services
and will work closely with you to help you achieve your
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
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.