Our Services

Accounting Software Selection & Implementation

There is no shortage of accounting software solutions for your business.

Business Consulting

As a true business partner, we are available to help you deal with any business problem or opportunity you may encounter.

Business Entity Selection

The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— you select for your business has huge financial and tax implications.

Estate & Trust Tax Preparation

Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time.

Financial Analysis

When a business is able to undertake strong financial analysis, it opens up new opportunities to improve management, planning and decision making process.

Financial Statements

Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other parties.

IRS Representation

An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters.

Management Advisory Services

Our Management Advisory Services focus on improving the efficiency and effectiveness of your business and its operations.

Notary Public

A notary public can help handle various business matters, including witnessing and authenticating document execution and signatures.

Audits, Reviews, and Compilations

Our audit, review and compilation capabilities are a core part of our services.

Bookkeeping/Write-Up

Does your business not currently have accounting staff or a current bookkeeping system?

Payroll Services

Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners.

Retirement Planning

Retirement planning is critical in these uncertain times. Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, we can help you evaluate the available options.

Sales Tax Services

State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.

Tax Preparation & Planning

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including how upcoming business opportunities impact your tax status.