We leverage our experience and expertise to guide our clients through a full range of tax planning and preparation services while carefully navigating continually changing tax laws and regulations to minimize your tax liabilities. We work with individuals, partnerships, corporations, estates/trusts, and non-profit organizations to meet your income tax objectives. We also provide representation for our clients to guide them in responding to notices and audits with federal and state agencies.

We can prepare or assist you in the preparation of financial statements to help you manage your business, increase profitability, and to obtain financing from lending institutions. We offer financial statement services that comprise all three levels of assurance depending on your company’s needs.

• Audits – offer the highest level of assurance to third parties, and include in-depth procedures including confirmation of account balances, observation of inventory, and testing of selected transactions.
• Reviews – provide limited assurance to third parties and involve inquiries and analytical procedures.
• Compilations – are generally used for internal purposes and are based upon information provided by the company’s management.

Our accounting services are tailored to meet the needs of each individual client and include bookkeeping services (monthly, quarterly, or annual) and QuickBooks consulting. We can help keep your accounting current so you have the best financial information readily available to help manage your business and make timely tax planning decisions.

We provide payroll services including the preparation of payrolls, timely remittance of tax deposits, and the preparation of quarterly payroll tax returns and annual informational returns.