SERVICES

Our years of experience and contacts within the community enable our firm to offer a wide array of services.

When it comes to the accounting business, we offer our customers a powerful resource and a recipe for success.  Listed below is a summary list of services we offer our clients.

  • Accounting Services
    • General ledger & financial statement preparation
    • Bookkeeping (Monthly/Quarterly/Annual)
    • Accounting system setup for new businesses
    • Computerized payroll service
    • Business tax return preparation (Sales & Use/Business Property)
    • QuickBooks support and implementation
    • Litigation support
  • Assurance Services
    • Audits, Reviews and Compilations
    • Audit support and consulting
    • Internal control implementation and compliance, including Sarbanes-Oxley
    • Personal financial statements

  • Estate and Trust Tax Preparation
    Provide security for your surviving spouse and dependants, and reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential.

  • Payroll Services
    A growing business must hire more employees, which results in increased payroll administration. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.
  • Tax Accounting
    We offer tax planning and preparation for individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of ever-changing tax laws and legislation.

  • Tax Representation - IRS and Franchise Tax Board Audits
    During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.
  • Retirement Planning
    Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

  • Tax Compliance Administration