Financial Reporting and Assurance Services

Keeping the books for a business is time-consuming and sometimes frustrating for a business owner whose goals are to provide a product or service and to grow the business in a competitive environment.  Our goal is to provide owners with timely, accurate financial information through the following services:

• Comprehensive bookkeeping on a monthly or quarterly basis
• Preparation of financial statements
• Financial statement analysis
• Cash flow analysis and projection
• Audits, reviews, and other attest engagements

Tax Services

Taxes are a fact of life for all of us.  However, our goal and responsibility is to position our clients to pay the lowest amount of tax allowed by the law through the following services:

• Corporate, partnership, exempt organization, and individual tax planning and form preparation;
• State, multi-state, local and property tax consulting and form preparation
• Payroll tax returns preparation
• Estate, trust, and gift tax planning and form preparation
• Consulting on business and ownership structure
• Representation before the IRS and other tax authorities

Financial Planning Services

Seeing the “big picture” in personal finance is often difficult when our day-to-day lives are right in front of us demanding our time, attention, and financial resources.  Our goal is to assist our clients in making their resources work for them through a comprehensive plan or segment planning for:

• Budgeting
• Buying a home
• Risk assessment and insurance
• Investment review and planning
• College funding
• Retirement
• Estate and trust planning

Small Business Consulting

Small business owners are confronted with a multitude of business, finance, and compliance issues with which they must contend.  Our goal is to assist our clients in identifying and managing these challenges as they relate to:

• Adding new products or services
• Doing business in new states or jurisdictions
• Assessing the need for employees
• Issues related to hiring and firing
• Buying or leasing equipment
• Selection and installation of small business accounting software (including QuickBooks and Peachtree) and training of owner or staff
• Acquiring or merging with another business