Client Services

Our firm offers a wide range of services to our individual and business clients. Being a

relatively small firm, we are able to offer our clients personalized quality service. Below,

we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if

you do not see it listed.

Accounting Services:

Bookkeeping/Write-Up

Meaningful, well-organized financial records ensure that your business operations will run

more efficiently on a daily basis and are the foundation of a successful business. Our

qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

Consulting Services:

Business Entity Selection

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited

liability company ... ) is a crucial decision that can have longstanding tax implications,

positive or negative. We can assist you in evaluating the pros and cons of each entity

type to help you determine the most advantageous form of business for your company.

Business Succession Planning

Effective coordination of the transition of your business to your successors is critical to

ensure its continued success once you decide to remove yourself from the company's

day to day operations. With a solid background in tax and other financial matters, we are

fully qualified to address the complex issues of business continuation and can assist you

in developing a strategically sound plan.

Estate Planning:

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries.

provides security for your surviving spouse, and can 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. We can guide you through

the complex process of getting your financial affairs in order.

Financial Planning

A properly structured financial plan enables you to face any financial challenge that may

present itself at each stage of your life. Through the financial planning process, we can

help you assess your financial needs and develop strategies that will enable you to

achieve your goals and strengthen your financial security.

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 Services:

Estate & Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your

beneficiaries, provides security for your surviving spouse, and can 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. We can guide

you through the complex process of getting your financial affairs in order.

IRS Representation

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.

Payroll Services

As a business grows, it must hire more employees, which can result in increased payroll

administration. We can assist you in implementing the controls necessary to ensure a

reliable, efficient, and effective payroll system. Our firm can also help you develop a

payroll system and prepare all necessary payroll tax returns in a timely manner.

Sales Tax Services

Many of our clients are responsible for collecting and submitting sales taxes in many

different vicinities. We can assist your company in the compilation of information and

preparation of sales tax returns in an efficient and timely manner.

Tax Planning

Tax planning is an essential element of the tax preparation process. By making tax

planning part of your overall business strategy, you can use our experience and access

to the most current new developments in the tax laws to minimize both your current and

future tax liabilities.

Tax Preparation

Our significant investment in computerized tax preparation and research software enables

to accurately and effectively prepare for all and various types of entities.