Services

If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further.  Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

Services We Provide –

      • Accounting Software Selection & Implementation
      • Accounting / Bookkeeping Services
      • Financial Statement Preparation
      • Notary Public
      • Sales Tax Services
      • Tax Preparation & Planning

Accounting Software Selection & Implementation

There is no shortage of accounting software solutions for your business. Choosing the right solution that will meet the needs of your business now and in the future while also providing a necessary level of security is crucial.  We can help you select an accounting solution that will be geared toward your industry specific needs, and flexible enough for expansion and diversity as required by your business’ changing needs.

Accounting / Bookkeeping Services

We can provide a wide range of accounting and bookkeeping services for your business whether you require weekly, monthly, or quarterly services, or year-end review.  From payables and receivables, to bank reconciliation and financial statements, in house or offsite, our accounting staff can accommodate your bookkeeping needs.

Financial Statements

Financial statements are an important tool for management decision making.  Financial statements also represent your business to lenders, partners, potential buyers, and other interested parties.  We will work closely with your key personnel to develop and finalize accurate and timely financial statements.

 Notary Public

A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures.  We offer Notary Public services and are available when you need us.

 Sales Tax Services

State and local tax authorities are looking to maximize sales tax collections.  We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.

Tax Preparation & Planning

Effective tax preparation and planning can help you to minimize your future tax liability.  We can help you proactively manage both your personal and your business tax issues.  Including understanding how upcoming business opportunities impact your tax status and vice versa.  Not all tax planning opportunities are readily apparent.  By having us on your team, you are more likely to benefit from those opportunities.  We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.

Coming Soon ………

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      • Estate and Trust Tax
      • Business Entity Selection
      • IRS Representation
      • Payroll Services

 

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