Unlike some firms, we don’t advertise our services. We are in a people and trust business, which means we rely on our clients to build our business. Our goal is to “wow” each and every client, and by doing so, ensure that they feel confident referring their friends and family.

Tax Services

Tax Planning

Tax planning offers a fantastic opportunity to minimize your tax liabilities whether you are an individual or a multi-layered corporation or partnership. Our experienced staff can develop tax strategies to take advantage of the current tax laws and legislations.


Personal & Business Tax Preparation

By keeping current on new tax laws and legislation, we take a proactive approach and guide our clients through a full range of tax planning and preparation decisions to minimize both your current and future tax liabilities. With our taxation expertise and knowledge, we provide our clients with the information needed to identify key tax planning opportunities and advise accordingly in their best interest. Tax services offered include:

Tax Return Preparation:

  • Individuals
  • Corporations
  • Partnerships
  • Limited Liability Companies
  • Limited Liability Partnerships
  • Estates, Trust & Gift
  • Not-for-Profit Organizations

We also provide for taxing authority professional representation and guide our clients in their dealings with the federal and state agencies.

Accounting Services

Businesses rely on meaningful, well organized timely and accurate financial information in order to maintain profitability, capitalize on new opportunities and ensure that your business operations will run more efficiently on a daily basis. Our accounting services will assist in these goals with accurate record-keeping as well as support on financial issues. Cost effective accounting services include but are not limited to:

  • General ledger & financial statement preparation
  • Bookkeeping (Monthly/Quarterly/Annual)
  • Accounting system setup for new businesses
  • Computerized payroll services
  • Business tax return preparation (Payroll/Sales & Use/Business Property)
  • Personal Financial Statements
  • Litigation support

Auditing Services

Audits differ from reviews and compilations as they are an intensive examination of your company’s systems and records with the fundamental purpose of providing independent assurance that management has, in its financial statements, presented a “true and fair” view of a company’s financial performance and position. An audit provides the highest level of assurance.


Review & Compilation

We provide financial reporting on two levels of assurance:

Review - Less extensive than an audit, but more involved than a compilation, a review engagement consists primarily of analytical procedures applied to the financial statements, and various inquiries of company’s management team. A review provides limited assurance.

Compilations - in compiling financial statements for a client, we present information that is the “representation of management” and expresses no opinion or assurance on the statements. Compilations don’t require inquiries of management or analytical procedures. Instead, we rely on our knowledge of accounting principles and a general understanding of your business.


Financial Statements

We can assist you in the preparation of your financial statements in accordance with professional standards, while expressing no opinion or any other form of assurance on the underlying information included in them. Financial statements can assist management in making financial decisions.



Meaningful and well-organized financial records is essential to a successful business and will ensure your business operations will run more efficiently. Our staff can help you with the organization and the day-to-day tasks associated with bookkeeping.


Payroll Services

Payroll services provided can help reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns.


Business Consulting

Our firm works with companies of all sizes. Our firm offers a level of personal attention that serves your needs in order to promote your financial knowledge as well as financial health. Our consulting services can help develop strategies to address the issues affecting the various aspects of your business and be sure the business is running efficiently. Some consulting services we offer include but are not limited to:

  • Business entity selection
  • Business development
  • Buying or selling a business
  • Financial information technology review, selection & implementation
  • Financial and retirement decisions
  • Estate, Trust & Gift tax planning
  • Litigation support