HomeFirm ProfileClient ServicesInfo CenterNewslettersFinancial ToolsLinksContact Us

Client Services

We Never Met An Accounting Problem We Didn't Like

In fact, the more complex your situation, the more we like it. Our CPAs are well versed in every aspect of taxes and accounting for individuals, nonprofit organizations, and closely-held businesses such as construction companies, retail establishments, manufacturers, professional practices, and many other types of businesses.

Our Unique Team Approach Means Better Customer Service

Every job — from a tax return to a financial statement — is prepared by your accountant, and then reviewed by a CPA in the firm. This not only ensures accuracy and better solutions, but also that someone will be available to help you, even if your primary contact is out of the office.


Tax Returns and Tax Planning

Over the years, we've prepared thousands of tax returns for individuals, corporations, partnerships, LLCs, estates, trusts, pension/profit-sharing plans, and nonprofit organizations. We also help our clients minimize tax liabilities and reduce surprises at tax time through careful planning throughout the year.

Financial Statements

Individuals and companies often need financial statements when purchasing property, buying or selling businesses, and applying for loans. Our experienced CPAs can compile, review, or audit the financial statements required by your lending institution, bonding service, or any other entity.

Personal & Business Consulting

We can advise you on a wide variety of financial topics related to establishing, buying, or selling a business, purchasing property, dealing with a divorce or probate situation, establishing an accounting or bookkeeping solution, or leasing equipment and vehicles.

Accounting & Bookkeeping

Whether you need payroll or sales tax reports, depreciation schedules, amortization schedules, or monthly, quarterly, and annual bookkeeping our expert staff can help — at your location or ours.

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.

(Click Service Title For Details)


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 us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.

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.


HomeFirm ProfileClient ServicesInfo CenterNewslettersFinancial ToolsLinksContact Us