Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised.  Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis.  Our firm provides a full range of cost effective accounting services including:

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

Reviews & Compilations

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company’s profitability and efficiency.  We provide financial reporting on two of the three levels of assurance:

•  Review – some analytical procedures conducted with limited assurance
• Compilation – based upon client information provided and used primarily for internal use.

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.

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.  We also offer complete payroll preparation upon request.

Sales Tax Services

Many of our clients are responsible for collecting and submitting sales tax 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.

Accounting Software Selection & Implementation

With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult.  As accounting professionals, we are exposed to most programs through trade journals and actual use.  Our experienced staff can help you choose and implement the system that best fits your needs.

Tax Services

We prefer to take a proactive vs. reactive approach to tax services.  By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities.  We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year.  Tax services offered include but are not limited to:

•  Tax planning & preparation
  -Individuals
  -Corporations
  -Partnerships
  -LLCs/LLPs
  -Not-for-Profit organizations
•  Taxing authority representation

Tax Planning & Preparation

Tax planning and preparation form a winning combination for our successful 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 new tax laws and legislation.

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 development 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, and not-for-profit organizations.

IRS Representation

During our years of experience dealing with various 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.

Consulting

We gauge our worth by the personal and business successes of our clients.  We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound.  In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.  The following is just a few of the areas in which we provide consulting services:

• Accounting software and implementation
• Type of entity selection
• Computer systems

Pension & Profit Sharing Plans

Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs…) can provide significant tax advantages for closely held businesses and self-employed individuals.  Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you or your employees.